Impact Wealth Planners

08/27/2026

A strong financial plan considers the things that matter most:
Your goals
Your family
Your investments
Your protection
Your future plans

At Impact Wealth Planners, we take a comprehensive approach to help connect all the pieces of your financial picture.

Because your plan should be built around your life- not the other way around.

08/13/2026

As backpacks are packed, calendars fill up, and routines return, back-to-school season is a reminder that a little preparation today can make the months ahead run much more smoothly.

Students aren't the only ones who benefit from a checklist.

As life gets busy this fall, it may be the perfect time to review your own financial checklist:

✔️ Is your emergency fund where you want it to be?
✔️ Are you on track with your retirement savings?
✔️ Have you reviewed your insurance coverage recently?
✔️ Are your beneficiaries still up to date?
✔️ Have there been any major life changes that should be reflected in your financial plan?

Just like students thrive when they start the school year prepared, having a clear financial plan can help you feel more confident and organized-no matter what this season of life brings.

At Impact Wealth Planners, we believe financial planning isn't about checking boxes once and forgetting them. It's about making sure your plan continues to grow and adapt as your life changes.

Back-to-School Challenge: Choose one item from the checklist above and take 15 minutes to review it this week. Small steps today can make a big difference over time.

If you're not sure where to start, or it's been a while since you've reviewed your financial plan, we'd love to help. Reach out to our team to schedule a conversation and make sure your plan is ready for whatever comes next.

What would be the first item on *your* financial checklist this fall? Let us know in the comments!

07/28/2026

This summer, our team has had the privilege of supporting ECKAN's Summer Lunch Program in Ottawa, helping provide free lunches to children throughout our community.

With as many as 75 kids attending on any given day, this program is made possible by the dedication of volunteers and organizations committed to making a difference. We're grateful for the opportunity to play a small part in supporting local families and investing in the community we proudly serve.

Thank you to ECKAN and everyone who helps make this program possible!

07/20/2026

Our team is eager to welcome Jacob Fox to the Impact Wealth Planners!

As our firm continues to grow, we're committed to investing in talented individuals who share our passion for serving clients with excellence. Welcoming Jacob is another step in strengthening our team and ensuring we're able to provide the thoughtful, personalized guidance our clients deserve.

A little about Jacob:

Born and raised in Saint Marys, Kansas, Jacob went on to graduate from Benedictine College with majors in Finance and Accounting. After briefly working in public accounting as an auditor, he transitioned to financial planning in 2026 and is currently working toward his CFP® certification. A passion for financial responsibility, genuine relationships, and mastery of his craft has molded him throughout his career.

Much of Jacob’s free time is spent with friends in the area, with family back in Saint Marys, or out at his grandparents' farm - whether that means habitat projects that improve the land and support local wildlife, time at the lake with family, or golfing on a nice day.

Jacob is actively involved in his church and several young adult ministries in Kansas City, which give young adults a place to build meaningful friendships and faith-centered community. Whether at work or at home, Jacob strives to bring the same care and consistency to the people in his life.

We're grateful for this season of growth and look forward to the knowledge, perspective, and dedication Jacob brings to our team. If you see him in the office or at a community event, be sure to say hello and help us give him a warm welcome!

06/23/2026

Great morning supporting Advent Health Ottawa Foundation last week at their annual Sporting Clays Tournament. Incredible organization doing great work in our community! We had a fun group to shoot with! Thanks for another great event AdventHealth Ottawa Foundation

06/22/2026

We’re grateful to once again support the Advent Health Ottawa Sporting Clays Tournament as an Aiming Ally Sponsor.

At Impact Wealth Planners, we believe strong communities are built when organizations come together, so we're proud to support Advent Health's efforts to enhance local healthcare and make a positive difference for families throughout the Ottawa area.
Thank you to Advent Health and all of this year's sponsors for helping make this event possible. We look forward to another great tournament!

A heartfelt thank you to our 2026 Aiming Ally Sponsors:
🔸 Edward Jones - Financial Advisor: Ryan Henningsen
🔸 Fashion, Inc.
🔸 Forge Construction
🔸 HFG Architecture
🔸 Impact Wealth Plannerss
🔸 Kansas State Bank
🔸 MAWD Pathology Group
🔸 Midland Care Connection, Inc.
🔸 Rock Creek of Ottawa

Your generosity and community spirit help support better care and brighter futures across Ottawa and the surrounding area. Thank you for being part of this special event!

We’re excited for another great day at the Sporting Clay Tournament supporting local healthcare initiatives.

06/04/2026

We're excited to participate in and support the COF Training Services Golf Tournament fundraiser! For over 55 years, COFTS has empowered individuals with intellectual and developmental disabilities through programs that promote independence, choice, and community inclusion. We're honored to support an organization making such a meaningful impact in our community.

05/18/2026

Golf Season is here! We had a wonderful time participating in the golf tournament benefiting Bartlesville KLIFE this week.

One of the things we value most as a firm is being involved in the communities we serve. Supporting organizations that encourage, mentor, and invest in young people aligns closely with the heart behind what we do every day, helping people build strong futures with purpose and intention.

We’re grateful to have been part of such a meaningful event and appreciate all those who helped make it possible.

05/07/2026

It was truly an honor for our Bartlesville team, Ryan Reynolds and Hailey Cunningham, to volunteer in support of the Girls 6A State Golf Championship hosted at Hillcrest Country Club.

Events like this take an incredible amount of community support, and we were grateful for the opportunity to play a small part in helping showcase such talented student-athletes from across the state. We’re fortunate to be part of a community that values connection, supports youth athletics, and creates opportunities that bring people together. It’s exciting to see events like this hosted here in Bartlesville.

Serving our community through volunteerism is something our team cares deeply about, and we’re thankful for opportunities like this that allow us to give back.

05/04/2026

A day to step back, think forward, and grow together.

Last week, the Impact Wealth Team gathered for our annual retreat to collaborate, share ideas, and focus on how we can continue elevating the way we serve our clients and our community. From sticky-note brainstorming sessions to meaningful conversations, it was a day centered on progress and purpose.

We believe that when we invest in our team, we invest in our clients.

We closed the day with some friendly competition on the bowling lanes, where a few team members surpassed the 100 mark, and others are still working toward it. Either way, it was a great reminder that growth, connection, and a little fun all play an important role in what we do.