After working in the financial services industry for over 20 years, I launched Focal Point Financial Group to help, equip, and guide people to be good financial stewards of their God-given resources.
Focal Point Financial Group is a fee-only financial planning firm located in the Kansas City area who works with individuals and families delivering financial planning and investment advice.
We believe that everyone should have a financial plan. We call it your “focal point” and we help you identify yours. It’s your focal point or plan that guides your day-to-day (and long-term) money decisions and brings clarity and confidence to your choices.
We work with our clients on an ongoing basis to not only set up an initial plan with specific goals and action steps, but also help them along their journey to implement and keep the plan up to date as life events and circumstances change.
Focal Point Financial Group believes in keeping things simple. The more moving parts to something, the greater the risk of something getting overlooked or underutilized. We help our clients simplify their financial lives in order to obtain greater peace of mind and create financial breathing room.
Because we believe people need affordable access to qualified financial planning, we charge our financial planning clients a monthly fee based on the complexity of their situation...not based on how much money they have or how many things they own.
Our ideal clients are those that:
are open to getting holistic help with their finances
communicate openly and freely
believe in the benefit of having a long-term plan in place
are wanting a trusted partner to help them on their journey to being a good steward
Although we call Kansas home, we are also willing to work with clients outside of our area.
In addition to being a financial planner, I’m also a husband and a dad. I’m blessed with a wonderful family. I enjoy being outside, playing sports, cooking new things and exploring new places.
