As a Certified Financial Planner, Alexandra is passionate about helping to create options for her clients. She feels that the best way to create options and become financially independent is through comprehensive planning.
The comprehensive planning process includes Retirement Planning, Investment Planning, Education Planning, Insurance Planning: Life, Disability and Long-Term Care, as well as Estate Planning. She also assists with Tax and Business Planning. After the initial process of collecting data and discussing short and long-term goals, she develops a personalized financial plan and outlines the options to work toward each of the goals. She works with individuals all over the country, from high net-worth to those just starting to save. Her approach is always the same: To help everyone make sound financial decisions to pursue their goals.
Alexandra lives in Leawood, KS and enjoys spending time with her husband, Michael and their son, Hudson