THE RIGHT PLAN FOR YOU

Your path towards financial confidence and independence... It all starts with a Plan. 

What are you aiming for?

Zig Zigler said it best, "If you aim at nothing, you will hit it every time."

So what are you aiming for?

 

What are your financial goals?

 

For most people, their financial goals are very vague and generalize. They want to make good money so they can live a nice lifestyle, send the kids to college and have enough to live comfortably in retirement

I get it, I want those things too!

 

The Problem, they aren't specific and they don't have a plan to achieve those desires. 

Financial Success, Financial Independence, Financial Freedom, Financial Confidence... they all have one thing in common...

It all starts with a Plan.

Difference Between Us vs. Them

The typical financial advisor is focused only on your investment portfolio.

 

But that's just one piece to the puzzle

At Hill-Top we know it's more than just the investments that affect your financial picture. That's why we take a holistic approach to personal finance, and build a comprehensive financial plan.

(We look at ALL the pieces of the puzzle.)

Us
Them
vs.

(Investments, Budgeting, Cash Flow Planning, Tax Planning, Insurance Planning, Retirement Planning, Estate Planning, etc.)

(Investments)

Any Questions?

(Check out our Planning Options Below)

Financial Planning 
Investment Management
vs.

Aren't they the same?

Short Answer: No.

Investments are a part of the financial plan. 

The financial plan is the blueprint for building a house and the investments are the materials for building the house. You wouldn't build a house without a detailed plan of what you're building.

So what type of house are you building with your investments?

You might be thinking, what's the plan your financial advisor has developed with you?

Glad you asked!

One Time Engagement 

Three Meetings - Discover Meeting, Goals & Data Meeting, Presentation Meeting

Comprehensive Financial Plan

One Page Financial Plan w/ recommendations

 
Planning Options:

We offer financial planning options to fit your needs. 

Un-Guided

One-Time Engagement 

Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting

Comprehensive Financial Plan

One Page Financial Plan w/ recommendations

Guided

Ongoing Engagement 

Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting

Comprehensive Financial Plan

One Page Financial Plan w/ recommendations

Progress Meetings - Review progress & life changes

24/7 Access to Advisor - Email, phone, video call, in-person (where available)

Starting at:

$500*

Starting at:

$75/month*

Guided Plus

Ongoing Engagement 

Three Meetings - Intro Meeting, Discovery Meeting, Presentation Meeting

Comprehensive Financial Plan

One Page Financial Plan w/ recommendations

Progress Meetings - Review progress & life changes

24/7 Access to Advisor - Email, phone, video call, in-person (where available)

Investment Management - Advisor managed investments

Starting at:

$88/month*

*Pricing is based on complexity of your planning circumstance, as determined by advisor, prior to signing a planning agreement. Ongoing engagements require an up front fee of $250 to engage planning services. 

 
Interested in Investments?

SAVE

DIVERSIFY

GROW

Ready to Talk? Book your Intro Call Today!

Hill-Top Financial Planning, LLC

Office Visits By Appointment

Kansas City, MO​​ 64119

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© 2019 Hill-Top Financial Planning, LLC. All Rights Reserved. Hill-Top Financial Planning, LLC is registered as an Investment Adviser in the state of Missouri. 

Read Our Firm Disclosures

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