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A Simple, Streamlined Financial Planning Process
Our dedicated team of financial experts understands that the needs of families, retirees, and business executives will all be unique.
 
By following our established 7-step process, we’ll take a comprehensive look at your specific financial situation, identify your goals, and help you navigate ongoing financial decisions with confidence.

Enjoy the peace of mind that comes from having a team fully focused on your finances, so you can focus on your family and what brings you joy.
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Our dedicated team of financial experts understands the unique needs of business executives like you, who navigate the complexities of stock-based compensation and tax implications.
 
By following our proven 7-step process, we’ll take a comprehensive look at your financial situation, identify your goals, and help you navigate ongoing financial decisions with confidence. Enjoy the peace of mind that comes from our team being fully focused on your finances, so you can focus on your family and what brings you joy.

1. Discover

Our initial no-obligation conversation helps us get to know you, demonstrate how we can help you with financial planning, and make sure we're a good fit. 
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Ready to build a brighter financial future? 
Schedule your Discovery Call today and experience the difference a fun, friendly team of financial experts can make.
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913-663-2385

10985 Cody Street, Suite 220 • Overland Park, KS 66210

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Hillside Wealth. Investment advisory services offered through Keating Financial Advisory Services and Raymond James Financial Services Advisors Inc. Keating Financial Advisory Services is registered as an investment adviser and is independent of Raymond James. Hillside Wealth is separately owned and operated and not independently registered as a broker-dealer. Please click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

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​Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC 

Privacy, Security & Account Protection  |  Raymond James Legal Disclosures (including Form CRS)

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