I echo the sentiment of everyone else on our team: I love working at The Planned Approach. And if you would have asked me long ago when I was first a client of The Planned Approach that I would be part owner someday, I would have said, “No way!” Back then, I was newly married and expecting my first child. I was a UMKC graduate and started my career with one of the big four accounting firms, Deloitte. I then transitioned to working with one of my clients, working on financial analysis and reporting at American Century. At that point, my husband and I hired The Planned Approach because we wanted to do some real planning for our lives. We hadn’t found anyone to do that, as it seemed most people were just selling products. The Planned Approach was really helpful. This was a big deal for me and my husband, as The Planned Approach charges a fee for planning and we are f.r.u.g.a.l. It was worth it. They got us off to a good start. We also just liked them. I was able to quit my job and stay home with my kids, doing a little part-time work. I wasn’t as happy as I thought I’d be. I missed the challenges of a career, but I didn’t want to abandon my kids. Then, Steph and Kel called. They wanted me and my detailed eye, they said. They made me an offer I couldn’t refuse. Complete flexibility. That was 2010. Fast forward to now – as Chief Operations Officer, I handle all the detail on investments execution for the firm.
Oh, and of course they made me an owner. Although, I’m the quiet owner that stays out of the spotlight. I do this because I am an extreme introvert, a perfectionist. I have a lot to do behind the scenes, so our clients have everything they need as soon as they need it. My day to day has a lot of tracking and technical analysis to it. I spend a lot of time arguing with people who missed details on behalf of clients. I also manage the operations of the firm to ensure we are working fairly and with integrity for which we are known. I like that we say what we do and do what we say. But, the accountability has to be there, and I’m where that buck stops when it comes to a lot of the detail. I take a lot of pride in that. To be honest, I’m probably what people think of when they think of a financial advisor- all numbers and analysis. My role often also involves playing “Eeyore,” in that I’m always looking for the flaws or cracks in the system, so we can fix them. To everyone else’s credit, they seem to appreciate this. My job is important because it allows Steph and Kel to take the planning we provide to the next level and really focus on life planning, problem solving, and strategy. The three of us are so incredibly different, but our strengths come together so perfectly to run the firm. I’m proud to do my part well and to be part of this special place.
This firm is special in that we can have a life outside of it and still do high quality work. In my spare time, I’m usually with my two kids and husband. We like to just “hang” together, and of course, like everyone else, my kids are involved with probably too many activities for one family with two working parents. We also like to do a bit of traveling. I love to sew and I’m even part of a sewing group that meets regularly. I love the detail and craftsmanship it offers as well as making something real. That’s also true about my work at The Planned Approach.