At Prosperity Planning, we understand there is something even better than success, which is prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain. We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, MO, working with people just like you—savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively. Our clients include pre-retirees, business owners, divorcees, and high-income women. In collaborating with you, our team works to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan. This process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities and is supported by our team of CFP® professionals. It includes: • Customized investment recommendations • Tax analysis and planning • College funding • Health care and insurance planning • Employee benefits review • Advice on stock options and restricted stock • Estate and beneficiary review • Charitable giving strategies • Additional services for business owners including exit strategies and calculations of business value To begin transforming your success into prosperity, our fee-only fiduciary financial planning firm offers a complimentary 30-minute call to discuss your situation. Visit us at prosperityplanninginc.com to schedule yours.

• Streamlined access to tax information for over 300 clients, facilitating efficient financial advising and ensuring thorough preparation for tax season.• Track attendance metrics for those who came to the Buttonwood Art Space’s non-profit art showing • Analyzed and organized 2,000+ Salesforce task reports, ensuring accurate and timely updates of client agreements and maintaining precise client records.• Leveraged Charles Schwab Advisor Services to manage and enhance client accounts, including onboarding, account updates, and closures, ensuring client satisfaction and operational efficiency.• Reviewed and organized the previous year's invoices for a financial advisory firm, ensuring accurate filing and documentation to streamline financial record-keeping and facilitate efficient audits

Family Investment Center is a commission-free investment advisory firm. Based in St. Joseph, Missouri, we serve the St. Joe community as well as the Kansas City Northland area. We’re different than other investment advisory firms. Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free. We’re also able to share with you information about the theories and processes involved with the tools we use, because we have extensive hands-on experience and both academic and professional credentials.