What Does It Look Like to Start Working with Greater Than Financial?
WHY: This page will help you make an informed decision on working together.
WHAT: You can have confidence in your choice to get professional financial advice.
WHO: Families in their 30s and 40s with children.

No Cost or Obligation
We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers
You will finish with answers to the three biggest questions about retirement.

15-Minute Call
The very first step is a 15-minute phone call with our team.
What you can expect
1 Schedule a call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
2 Information Meeting
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
3 Analyze
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
4 Consultation Meeting
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
5 Follow Up
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
6 Implementation
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
1Schedule a call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
Schedule Your 15-Minute Phone Call

Still Have Questions? Keep Reading…
Schedule Your Call
Not quite ready to schedule an appointment? That’s okay!
You can sign up for our quarterly e-newsletter which includes hand-picked financial planning articles to help you make good decisions with your money.
You can also call our direct line at 816-663-9015 if you just have a few questions for us. Our blog might be a great resource for you, too