Personal
Financial
Coaching

 

We provide personal financial coaching. We are the bridge between your personal financial plan and personal financial results. We help you get it done.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (816) 895-3141  or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Understanding Your FICO Score by Carlos Walker

We're already a week into June, and our timing still feels askew because of the extended deadline ... but we're here, and we're still in your corner for all things tax and financial.In fact, I want to do a fairly deep dive on a very pertinent (to many) topic ... but...

4 Things South Kansas City Crypto Traders Need to Know About Cryptocurrency Taxation

Memorial Day weekend can sometimes feel a little ... jarring.Burgers, pools, picnics -- set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have our freedoms.However, if you get the chance to...

Five Key Tax Filing Penalties South Kansas City Taxpayers Must Know

We're slowly unburying after the May 17th federal tax deadline (though for those in Texas, Oklahoma and Louisiana -- we're still going!).This tax season has been ... long.And I promise that I’ll soon take up non tax-related content. Goodness knows, I need a palate...

5 Next Steps for Tax Return Review

5 Next Steps for Tax Return ReviewSoooooo, what now? I'm glad you (ahem) asked.Just because tax season is over, doesn’t mean we’re not still here for you.In fact, with the IRS experiencing a litany of problems right now, we’ll gently recommend a little tax return...

The Tax Trap South Kansas City Side Hustlers Need to Know About

These days, it seems like everybody and their uncle has a “side hustle.”From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...

The Why and How Behind Procrastination – Something for South Kansas City Friends to Consider

Stress.Anxiety. Unease. Worry.And a pinch of aggravation just to round it all out.No, I'm not talking about the upcoming May 17th federal tax deadline.Or am I?For millions of Americans every year, the tax filing deadline points to a much bigger issue. An issue so...

A Great Retirement Planning and Portfolio Tip for Our South Kansas City Friends

Can you believe it? Three weeks until the May 17th deadline! You'll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in South Kansas City, daydreams like these become more frequent while contemplating retirement (not just...

Helping South Kansas City Residents Understand the Purpose of Life Insurance

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near South Kansas City ... the other part...

Buying a House in South Kansas City During this Housing Shortage

Buying a house in South Kansas City right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts -- and while this is admittedly not within my direct "wheelhouse" ... I think it will help as we move through the...

Big Earned Income Tax Credit Changes for all South Kansas City Filers in 2021

I have to apologize to all of my South Kansas City clients for the sheer volume of tax-centric writing I've been doing the last few weeks and months.Normally, I like to write on other topics (in addition to the tax-related stuff) ... but I cannot emphasize enough how...