Holistic Planning - Kansas City

10/07/2026

Come on by and paint some pumpkins with us this Friday🎃 All are welcome.

Meet us at Meadowbrook Inclusive Park (off Roe Ave.) for a park meet-up this Friday! Our friends at Holistic Planning - Kansas City will have pumpkins for toddler friendly decorating.

10/01/2026

Happy October from Westwood🎃

The pumpkins in our office came from KC Pumpkin Patch in Olathe. The patch sits on the grounds of KC W**e Co., a locally owned vineyard.

We enjoy buying from our neighbors and we try to be intentional about it. Johnson County is home for us, and it feels good to fill the office with something grown a short drive south of our door.

Add some fall flowers and a couple of spooky ghost pillows, and we're ready for the season.

09/28/2026

Saturday morning, Kyle Hogan, CFP®, and his family laced up for The Mission Project's annual Independence Walk. Holistic Planning - Kansas City was proud to sponsor this year's walk.

The Mission Project helps adults with intellectual and developmental disabilities live independently here in the Kansas City area. Money raised at the walk goes toward participant programs.

It's an honor to support organizations like this who make meaningful impacts in our community every single day.

09/18/2026

Who is holding your financial chart?

In a complicated situation, you want specialists who are each excellent in their lane, and one person keeping the whole picture connected. Your financial life works the same way. A planner tends to hold the chart. A specialist manages one part of it.
This short explains what that means when you’re deciding who to work with. The full guide has the rest.

https://holisticplanning.com/financial-planner-vs-asset-manager/

09/04/2026

What a wonderful day to support Kansas City Mom Collective at the first Fall Park Meetup in Meadowbrook Park. We are so grateful for the opportunity to meet more families in our community.☀️

09/03/2026

Before you hire anyone to manage your wealth, two questions can tell you a lot...

1. "Are you a fiduciary at all times when you advise me?"
2. "How are you paid, including anything you might earn from a third party?"

Our guide walks you through what each answer means so you can make a more informed decision.

Financial planner vs. asset manager: learn what each one does, how they're paid, what "fiduciary" really means, and which fits your financial life.

09/01/2026

The national debt just crossed $40 trillion for the first time, and interest rates still feel stubbornly high. If the headlines have you uneasy about your money, you are not alone.

In our latest update, Kyle Hogan, CFP® breaks down the bigger picture.