About Company

Prosperity Planning, Inc. is a Kansas City, Missouri-based team of CERTIFIED FINANCIAL PLANNER™ professionals offering comprehensive financial planning and investment management to help clients achieve clarity and confidence in their financial future. Prosperity Planning, Inc. develops personalized, written financial plans, customizes and manages portfolios, coordinates tax strategies through an in-house CPA, and provides specialized guidance for divorcees, pre-retirees, and retirees. The company emphasizes a client-first, long-term partnership model with complimentary discovery calls and a process designed to identify opportunities and risks while implementing tax-efficient, tailored solutions.

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