Financial planning for all of life's decisions.
Experience our planning-first approach, where saving and investing begin with your life, your goals, and your next steps. Start with a free 30-minute discovery session with no obligation afterward.
Serving clients in Southwest Missouri & Northwest Arkansas.
Ways we can help you.
Financial questions can be complex. Am I saving enough? Am I spending too much? Can we still retire on our timeline? That’s why our process is built around three parts that work together to help you make informed decisions.
Financial Planning
We work with you to build a plan around your priorities and current season of life. We focus on the decisions in front of you, like retirement timing, education funding, a major purchase, or preparing for a transition, then outline clear next steps.
See planning optionsInvesting & Saving
We start with the plan first. When investing is part of your strategy, we help you choose an approach aligned with your goals, time horizon, and tolerance for risk, and we coordinate the account and savings steps needed to support the plan.
How investing fits the planGuidance & Coaching
Ongoing support to help you keep pace as life changes. Through scheduled check-ins and help tracking action items, we keep the plan current and focus on the decisions that shape your financial direction.
Learn how we work
Financial planning should be easier to begin.
If you’ve hesitated to work with an advisor because of cost, minimum investment requirements, or not knowing what to expect, you’re not alone. We keep the process simple and upfront, with a starting point that does not require a large amount saved or invested to begin.
Fixed-fee planning, with costs explained upfront
Low minimum investment requirements, so you can start where you are
Monthly coaching tiers for follow-through as life changes
An optional path to investing.
Guided Wealth Portfolios (GWP) is a digital investment platform for people who prefer an online investing experience and want to get started without a large amount saved or invested. It may be a good fit for those getting started or those looking for a simpler investing option with less ongoing guidance. GWP is offered separately from our Financial Planning and Financial Coaching and Support services.
Client Journeys
We are privileged to work with individuals and families as they navigate their most important financial decisions.
Client Journeys
We are privileged to work with individuals and families as they navigate their most important financial decisions.
"Stephanie has been instrumental in my retirement planning. She is knowledgeable, patient, and takes time to answer every question. With her guidance, I feel I can retire with confidence."
Sherry H.
Retirement Planning Client
These statements are testimonials by clients of the financial professional as of 04/24/2026. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Ready to see if
we're a fit?
We can meet by Zoom, phone, or in person, whatever works best for you. This initial meeting is always at no cost, with no obligation to use our services. It’s simply a opportunity to talk and see if our approach feels right for you.