Proactive Planning Wealth Advisory is a Kansas-registered investment advisory firm based in Overland Park, Kansas. Taking a family office-style approach, the firm combines financial technology with personal relationships and customized guidance to help clients organize their finances and work toward their definition of success. Its planning philosophy focuses on five areas clients can influence: budgeting, saving, planning, investing, and giving.

The firm offers comprehensive financial planning, retirement planning, tax mitigation planning, investment management, insurance solutions, and debt reduction strategies. Its services are designed to address both short- and long-term goals, support retirement decisions, manage investment risks, and help protect clients’ assets and loved ones. Proactive Planning also coordinates with outside professionals, including CPAs and estate attorneys, as part of its broader approach.

The client process begins with an introductory conversation, followed by a review of the client’s financial picture and development of a tailored plan. The firm then helps implement recommendations and maintains an ongoing relationship, with reviews typically held two to three times a year.