Holistic Planning - Kansas City

06/12/2026

If you've built something worth passing on, a will is usually just the starting point. In this quick video, Macy Layne Vulgamore walks through how families can transfer wealth the way they actually intend, using lifetime gifting and the right kind of trust.
Worth a couple of minutes if your legacy's on your mind.

Full guide in the comments.

Educational only, not legal or tax advice.

06/10/2026

Kansas City, thank you. From the bottom of our hearts.

Holistic Planning has been named Best Financial Planning in Kansas City Magazine's Best of 2026. This community opened its arms to us and trusted us with what matters most, and we are humbled beyond words.

This one is for you, Kansas City.

Disclosure: This nomination is a third-party rating by Kansas City Magazine. No fees were paid to obtain this nomination, and this endorsement is based solely on public voting conducted during March 9 – 29, 2026. It does not guarantee investment success or specific client outcomes.

At Holistic Planning, we view financial advice through a more integrated lens. We unite your investments, tax strategies, and estate planning under one umbrella—so you don’t have to juggle multiple advisors or worry about gaps in your plan.

06/10/2026

Plenty of families assume that having a will means their loved ones avoid probate. It doesn't. A will is really a set of instructions for a judge, and in 2026 probate is still public and can stretch close to two years.

If you've built something worth protecting, a trust can move your assets to your family privately, without the court process and without putting your estate on the public record.

Our newest guide walks through the life events that tend to signal it's time to consider a trust, plus the structures we see Kansas City families use most. Worth a read if legacy is on your mind.

Is a Will enough? Discover why a $1M net worth signals it's time to establish a trust, avoid public probate, and navigate 2026 tax changes.

06/05/2026

You’ll find us at Hole #7 today, supporting our friends at University Health Foundation! We’re grateful for the opportunity to support organizations that make our community better.

University Health takes care of our community's most vulnerable, and that makes Kansas City Stronger.

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.