Holistic Planning - Kansas City

05/29/2026

A little Friday gratitude from our Westwood office...

We're proud to be part of the Kansas City community, grateful for the work we get to do, and thankful for the people and families who make this work so meaningful.

05/21/2026

05/18/2026

Welcome to the Holistic Planning family, Connor!

We are proud to see the brand growing into Montrose, CO. More people now have access to what makes Holistic different: true integration of investments, estate planning, and taxes, backed by our in-house CPAs and tax team.

This is what comprehensive planning looks like.

05/18/2026

They earned the degree. Now it’s time to make the most of the paycheck.

One common mistake new graduates can make is waiting too long to think about retirement savings. It’s easy to assume, “I’ll save later. I need all of my salary now.”

But when an employer offers a 401(k) match, understanding how it works can make a meaningful difference. For many new employees, that decision happens during onboarding, often before they fully understand their benefits, cash flow, or long-term options.

Financial planning should provide clarity for informed decisions, and that includes the next generation.

As your family’s planning-first fiduciary, we can help review your graduate’s new-hire benefits and talk through important decisions like 401(k) elections, employer match, insurance coverage, and budgeting for their first real paycheck.

The goal is simple: help them start their next chapter with more confidence and a clearer plan.

Worry less and celebrate more with a comprehensive strategy that extends to your younger generations.

05/13/2026

How Does a Jobs Report Surprise Affect Investors?

The monthly jobs report gives investors a real-time look at the health of the labor market and the broader economy.

April’s report came in stronger than expected, with job gains above economist forecasts and the prior month revised higher. Several sectors added jobs, including health care and transportation, while information continued to see declines.

For investors, a stable labor market is generally a positive sign because it suggests the economy remains on solid footing. It can also influence how the Federal Reserve thinks about interest rates, inflation, and the path ahead.

Monthly reports can move markets in the short term, but long-term investing success comes from staying disciplined and focused on broader economic trends, not reacting to one data point.

[Holistic Planning, LLC (“Holistic”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser.

This content is for informational purposes only and should not be considered investment advice. Please consult a financial professional regarding your specific situation.]

05/12/2026

Last chance to cast your votes for The Pitch Kansas City's 2026 Best Of Kansas City!

Big news, KC! Holistic Planning is a nominee for The Pitch Kansas City's ‘Best Of KC 2026.’ We are proud to be part of the local business community that makes this city great. We would be grateful to have your vote as we celebrate the small businesses that keep KC moving. You can vote once through May 13th at the link below!

https://vote.thepitchkc.com/goods-and-services/best-financial-planning

Disclosure: This nomination is a third-party rating by The Pitch KC. No fees were paid to obtain this nomination, and this endorsement is based solely on public voting. It does not guarantee investment success or specific client outcomes.

05/12/2026

Watching your child graduate is one of life's best moments. Keeping them on the right financial path is where we come in.

As much as we expect our children to adopt our disciplined financial habits, it often requires external guidance and coaching. Our holistic approach aims to simplify the "adulting" process by providing your graduate with the roadmap they need to establish financial proficiency and build good credit from their very first paycheck.

We bring planning under one roof to remove complexity for every generation of your family, giving your grad the tools to worry less and live more.

05/10/2026

Moms have a way of making life feel fuller.

They turn ordinary days into core memories. They make family traditions feel sacred. They teach us what it means to love deeply, give generously, and be there for the important people in our lives.

At Holistic Planning, we believe the best financial plans are really about something much bigger than money. They’re about helping families enjoy life, worry less, and have more time for what matters most.

Today, we celebrate the mothers and mother figures who make family life so worth protecting.

Happy Mother’s Day from all of us at Holistic Planning.

05/06/2026

Is building wealth seasonal?

In this video, Director of Marketing, Macy Layne Vulgamore , shares insights on “seasonal investing” and why calendar-based market trends should be viewed with perspective.

At Holistic Planning, we believe the season of life you’re in matters more than the season of the year.

Whether you’re building wealth, preparing for retirement, or creating income from your portfolio, your strategy should reflect your goals, timeline, and needs.

If you’d like a second set of eyes on your plan, we’re here to help.

05/05/2026

Big news, KC! Holistic Planning is a nominee for The Pitch Kansas City's ‘Best Of KC 2026.’ We are proud to be part of the local business community that makes this city great. We would be grateful to have your vote as we celebrate the small businesses that keep KC moving. You can vote once through May 13th at the link below!

https://vote.thepitchkc.com/goods-and-services/best-financial-planning

Disclosure: This nomination is a third-party rating by The Pitch KC. No fees were paid to obtain this nomination, and this endorsement is based solely on public voting. It does not guarantee investment success or specific client outcomes.