CONTACT US TO LEARN HOW WE CAN HELP YOU
Step 1 submit the form below
Step 2: We will reach out to schedule an introductory meeting via phone or video conference.
Step 3: During the meeting, we will discuss your situation, share our process, and determine if it makes sense to work together.
Step 4: Discuss the next steps and then take time to think about it as needed.
Please fill out the form below so we can reach out to schedule an introductory meeting!
Foundation Wealth Planning works with clients virtually in central Kansas and beyond. Through a series of consultation meetings, we’ll get to know each other, identify your unique financial needs, goals, and concerns, organize your financial life, and set goals to align your finances with your Catholic values. With ongoing semi-annual consultation meetings, we’ll work to keep you on track with your goals.
