Prosperity Planning, Inc.

Prosperity Planning, Inc. We are an independent, fee-only Registered Investment Advisor helping transform your success into pr We provide accountability, expertise, and encouragement.

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 peop

le 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. 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 fiduciary financial planning firm offers a complimentary 30-minute call to discuss your situation. Visit us at prosperityplanninginc.com to schedule yours.

In honor of Women’s Health Month, Prosperity Planning was grateful to partner with NKC Health for an afternoon centered ...
05/15/2026

In honor of Women’s Health Month, Prosperity Planning was grateful to partner with NKC Health for an afternoon centered around women’s health and overall wellbeing. Guests heard from Dr. Laura Wolfe on important women’s health topics while connecting with others in our community over lunch and conversation. Thank you to everyone who joined us for such a meaningful afternoon!

Ryan Noble recently represented Prosperity Planning at the 6th Annual Angel Cup in support of KCMO Angels.The event brin...
05/05/2026

Ryan Noble recently represented Prosperity Planning at the 6th Annual Angel Cup in support of KCMO Angels.

The event brings the community together to raise awareness and support for children and families experiencing foster care, and we’re grateful to be part of it. It means a lot to support organizations doing such important work close to home!

We were proud to celebrate this year’s Prosperity Planning Scholarship recipient, Ian Gold, at the Greater Kansas City C...
05/01/2026

We were proud to celebrate this year’s Prosperity Planning Scholarship recipient, Ian Gold, at the Greater Kansas City Community Foundation’s Scholarship Breakfast.

Since 2011, the Prosperity Planning Scholarship has recognized students who demonstrate hard work and commitment to their goals. We’re excited to see what’s ahead for Ian at the University of Kansas!

https://hubs.la/Q04f8lr_0

There’s a lot shaping today’s economic environment, and how it all connects matters. It was a pleasure to have economist...
04/27/2026

There’s a lot shaping today’s economic environment, and how it all connects matters. It was a pleasure to have economist Marci Rossell back for another economic update with the Prosperity Planning community. She always brings a perspective that helps put what we’re seeing into context.

From inflation and Federal Reserve policy to AI and inflation, she shared insight into the trends shaping today’s environment.

Explore the key takeaways and listen to the full recording on our blog:

Discover economist Marci Rossell’s perspective on today’s economy, including inflation, AI, and the key trends shaping what to consider next.

What’s really going on with the economy right now? Find out in our upcoming call with economist Marci Rossell, PhD. We’r...
04/02/2026

What’s really going on with the economy right now? Find out in our upcoming call with economist Marci Rossell, PhD. We’re looking forward to welcoming her back on April 21st at 3:30 PM CDT to share perspective on changes with the Federal Reserve, oil prices, and the growing role of AI, along with what to keep in mind as you look ahead.

RSVP here: https://hubs.la/Q049tFfL0

In an environment where headlines can feel overwhelming and often contradictory, having clear perspective can make a dif...
03/26/2026

In an environment where headlines can feel overwhelming and often contradictory, having clear perspective can make a difference. Prosperity Planning was thrilled to recently host Esther George, former President of the Federal Reserve Bank of Kansas City, for a conversation focused on the forces shaping the economy. Explore key insights from the discussion on our blog.

Learn key insights from Prosperity Planning’s conversation with Esther George on today’s economic landscape and its impact.

Prosperity Planning was thrilled to be part of the recent MARCH Forward for Families 2026 conference, bringing professio...
03/23/2026

Prosperity Planning was thrilled to be part of the recent MARCH Forward for Families 2026 conference, bringing professionals together to discuss the complex financial and legal issues impacting families today.

Dan Reiter’s session focused on divorce outcomes, clarifying complex retirement plan divisions and highlighting common tax errors to avoid, helping attorneys identify risks while enabling clients to move forward with greater financial confidence.

Prosperity Planning was proud to attend the First Annual Taste of the Northland event on February 1st, joining community...
02/06/2026

Prosperity Planning was proud to attend the First Annual Taste of the Northland event on February 1st, joining community members, local restaurants, sponsors, and partners for a brunch for a cause!

We enjoyed supporting Northland Health Alliance and Feed Northland Kids in their mission to fight food insecurity and improve access to healthy food for families in Clay and Platte counties.

Thank you to everyone who came out and helped make a meaningful impact in our community!

During an economic update call on Monday, October 23rd, 2025, hosted by Prosperity Planning, Inc., economist Marci Rosse...
11/11/2025

During an economic update call on Monday, October 23rd, 2025, hosted by Prosperity Planning, Inc., economist Marci Rossell, PhD, offered her perspective on several timely economic themes.

During an economic update call on Monday, October 23rd, 2025, hosted by Prosperity Planning, Inc., economist Marci Rossell, PhD, offered her perspective on several timely economic themes.

Prosperity Planning sponsored and participated in the 15th Annual Bill Cross 5K, held Sunday, October 12 at Zona Rosa in...
10/27/2025

Prosperity Planning sponsored and participated in the 15th Annual Bill Cross 5K, held Sunday, October 12 at Zona Rosa in Kansas City, MO.

Prosperity Planning sponsored and participated in the 15th Annual Bill Cross 5K, held Sunday, October 12 at Zona Rosa in Kansas City, MO.

Address

1920 Buchanan Street
Kansas City, MO
64116

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+18165877526

Website

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