Creative Planning coordinates financial planning, investment management, estate planning and risk management for clients to deliver comprehensive services with a holistic perspective. We have the ability to deliver all these services in-house, but do not require clients to use them if they prefer. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals.
Customized Financial Plan
We construct the investment portfolio for clients to account for their current financial situation, risk tolerances and long-term goals as well as any unique circumstances. We employ a comprehensive, goal-based approach to portfolio construction and management.
Our mission is to provide clients with the best path to wealth accumulation, wealth retention and transfer of assets. Creative Planning’s Financial Wellness Program will therefore empower Children’s Mercy employees to take control of their financial lives to achieve their unique financial goals. To accomplish this, we will provide the following:
- Comprehensive and customized financial planning – Thorough counsel on each employee’s wealth management needs, leading to sustained and actionable solutions.
- Education – Live and on-demand programs designed to teach employees the fundamentals of sound money management strategies and more.
- Resources – Informative articles, videos, and podcasts to provide employees with the tools and information needed to succeed.
- Expertise – Access to financial, investment, legal and tax experts who will help you build a customized and comprehensive financial plan for your needs.
Children’s Mercy Hospital employees’ relationship with Creative Planning will begin with a Start Meeting. This meeting includes the employee and relevant family members, as well as the assigned wealth manager and financial planner. The purpose is to understand the employee’s current financial situation and goals. We will then assess where you are financially, relative to where you want to go.
Based on the information and findings of the Start Meeting, we will follow up with a Recommendations Meeting. In this meeting, taking into account all facets of your compensation and benefits including outside investments and business interests, we will construct your investment portfolio and asset allocation incorporating retirement planning, asset protection planning, estate planning and tax planning objectives.
The Dashboard is a tool we use to measure employees’ progress toward their goals. A multidisciplinary team will provide a summary of employees’ accomplishments toward their goal. Creative Planning will keep employees apprised of developments and required actions.
Once per year, the multidisciplinary team will meet with you to review your goals, achievements and update the Dashboard. The team will also be in contact throughout the year to provide educational information, regulatory change updates and address questions as needed.