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7500 College Boulevard, Suite 500, Overland Park, KS 66210

(913) 490-4400
info@epiphanykc.com
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Plug the Holes in Your Financial Bucket

True wealth isn't created by chasing higher returns.

It's built by eliminating unnecessary wealth transfers and creating a strategy that allows your money to work harder—without sacrificing your lifestyle.

Schedule a Conversation

Financial GPS

A Financial GPS is designed to discuss whether you'll have enough money to retire at the same "lifestyle" you enjoy today.

And if not, what possible variables may improve your situation.  

Our clients know where they're headed with peace of mind.  

Schedule a Conversation

Plug the Holes in Your Financial Bucket

True wealth isn't created by chasing higher returns.

It's built by eliminating unnecessary wealth transfers and creating a strategy that allows your money to work harder—without sacrificing your lifestyle.

Schedule a Conversation

Financial GPS

A Financial GPS is designed to discuss whether you'll have enough money to retire at the same "lifestyle" you enjoy today.

And if not, what possible variables may improve your situation.  

Our clients know where they're headed with peace of mind.  

Learn More

Plug the Holes in Your Financial Bucket

True wealth isn't created by chasing higher returns.

It's built by eliminating unnecessary wealth transfers and creating a strategy that allows your money to work harder—without sacrificing your lifestyle.

Schedule a Conversation

Wisdom, Strategy, Stewardship, and Purpose

Everything we do is designed to help families make wise financial decisions, eliminate unnecessary wealth transfers, and align their resources with what matters most.

A Wise Approach to Your Financial Life<br/>

A Wise Approach to Your Financial Life

What if what you thought to be true about money turned out NOT to be true?

Wise guidance starts with listening.

Before recommending a single strategy, I'll listen and ask questions in order to know what you think.  

My process is thorough, transparent, built around educating,  and sometimes challenging you to think differently about money.  

Like a Financial swing and Golf clubs

Financial products are similar to golf clubs.  If you could choose golf clubs used by a professional, or have their swing, which would you choose?  No doubt, you'd choose their swing.

This makes your financial swing, how you think about money, more valuable than the clubs.  

We come alongside you, like a coach, to implement a financial strategy custom made for you.  


Portfolio Strategies

Our assigned money managers structure and efficiently execute investment portfolios, custom-made to capture specific risk/reward premiums. They are daily-monitored portfolios— adjusting as your life evolves.

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Retirement Strategies

Whether retirement is decades away or right around the corner, I'll help you create a roadmap designed to support the life you envision.

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Risk Management

From market fluctuations to the unexpected, I help identify potential vulnerabilities and build strategies to address them.

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Estate Strategy

I work with you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about. box-empty

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Life Insurance Strategies

Life insurance can play a critical role in your broader financial strategy. I'll help you evaluate the right type and amount for your needs.

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HNW Client Guidance

High-net-worth investors face a distinct set of challenges. I offer strategies designed to address the complexity that comes with significant assets. box-empty

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Extended Care Strategies

Healthcare costs can change quickly. I help you explore strategies for potential long-term care needs so they don't derail your other goals.

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Business Owner Strategies

Owning a business adds layers to your financial picture. I help business owners align personal and professional financial strategies.

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Social Security Strategies

When and how you claim Social Security matters. I'll help you evaluate your options so you can make an informed decision.

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Cash Flow Strategies

Understanding where your money goes is the foundation of every good plan. I'll help you take a clear-eyed look at income, expenses, and opportunities.

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Education Strategies

Funding education is a priority for many families. I'll help you explore savings vehicles and strategies that fit within your broader financial plan. box-empty

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Charitable Giving Strategies

If giving back is part of your vision, I'll help you explore tax-smart approaches to charitable contributions that align with your values.

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Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. I can help coordinate strategies designed to support your loved one's future. box-empty

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Debt Management

Not all debt is equal. I'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus. box-empty

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Financial Education

I believe informed clients make better decisions. I provide ongoing resources and conversations to help you stay confident in your financial direction. box-empty

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How To Get Started
Financial Planning With Wisdom and Purpose<br/>

Financial Planning With Wisdom and Purpose

There are two ways a financial firm can help its clients: first by finding better products that pay higher rates of returns, and second by helping them to be more efficient and avoiding the losses.

We recognize there are more opportunities to help our clients by avoiding the losses than by picking the winners.

For nearly thirty years, I've helped families make wise financial decisions. My goal isn't simply to help you accumulate more.

It's to help you become a wise steward of everything entrusted to you.

A Strategic Framework for Pursuing Wise and Purposeful Financial Management

Great planning doesn't happen by accident. My three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Understanding You

Your relationship to money. 

Your concerns about the future. 

Your experience with other financial firms.

Together, we'll look at and understand these aspects of your financial life.  From here, we begin to custom-make a winning financial strategy.  



2. Understanding Money 

If money were like water, and resided in a bucket, what would be the quickest way to fill it, and make it last?  

You'd first plug the holes!

Looking at major categories like mortgages, taxes, debt and investing, we'll identify financial inefficiencies we like to call unnecessary wealth transfers.   

3. Living with Confidence

Knowing how to play the 'financial game' is more important than a single product solution or approach.

As the saying goes, 'Rome wasn't built in a day'.  

Here we coordinate a lifelong financial strategy that eliminates inefficiencies, fills your financial bucket, and adjusts with your life. 

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My Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore my latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Ready to Plug the Holes in Your Financial Bucket?

Let's explore opportunities to find the money you could be unknowingly and unnecessarily transferring, improve the look of your financial future,  while never changing your current lifestyle.

Schedule a Conversation