About

Financial Planning and Wealth Management in Johnson County

Holistic Planning is a fee-only fiduciary registered investment adviser in Mission, Kansas, in Northeast Johnson County, serving the greater Kansas City metro. Our advisors coordinate your financial planning and investment management with an in-house tax team that files returns and plans tax strategy throughout the year, so your plan and your taxes stay connected.

Financial Planning

Financial planning at Holistic Planning begins with your complete picture: income, cash flow, investments, taxes, and the goals you are working toward. You work directly with a CERTIFIED FINANCIAL PLANNER™ professional who builds and maintains your plan as your situation changes.

Retirement Planning

Retirement planning covers the years leading into retirement and the income strategy that follows. Your advisor coordinates portfolio withdrawals, Social Security timing, Medicare and IRMAA decisions, and the tax picture at each stage. Learn more about our approach to retirement income planning.

Wealth Management

Wealth management brings your investments and your financial plan together under fiduciary care. Your portfolio is managed in the context of your tax situation and long-term goals, with reviews as markets and circumstances change. 

Tax Planning and Preparation

Our in-house tax team, led by a CPA, files returns and coordinates tax strategy alongside your investments and financial plan. Keeping tax work in the same office means planning decisions account for the tax consequences before you act on them. 

Who We Work With

Your financial plan should fit your life and the transitions that shape it. We build your plan around where you are and where you are headed, from the complexities of a Jackson County business exit to the multi-generational nuances of a Johnson County family legacy. Our work centers on four situations where financial decisions carry the most weight.

Families Managing Generational Wealth. For families with meaningful wealth, planning reaches beyond investments. We coordinate tax strategy, estate planning, charitable giving, and family legacy decisions so your wealth reflects your family's values and supports the people and causes that matter most across generations.

Business Owners Preparing for Succession or Sale. When your business is one of your largest assets, every decision affects your personal financial life. We help Kansas City business owners prepare for succession, sale, liquidity events, and life after ownership, with tax and investment planning coordinated alongside your legacy goals.

Executives and Professionals Planning for Retirement. Retirement decisions grow more complex when compensation, equity, benefits, and taxes intersect. We help executives and professionals, including high-net-worth retirees, build a clearer plan for income, investments, RMDs, taxes, and the legacy you want to leave.

People Navigating Major Life Transitions. Major transitions often carry both financial decisions and emotional weight. Whether you are receiving an inheritance, managing life insurance proceeds after a loss, navigating divorce or a career change, or supporting aging parents while raising children, we bring structure and steady guidance to each decision.

Our Advisors

Kyle Hogan, CFP®, focuses on business owners, including succession and exit planning and agricultural or farm transitions. He also works with clients on divorce financial planning.

Mitchell Smith, CFP®, focuses on executives and equity compensation, Social Security and Medicare IRMAA planning, retirement income planning, and complex estate and charitable giving.

Dani Beavers, CPA, leads the in-house tax team and coordinates year-round tax strategy.

Kyle and Mitchell have worked together for more than 11 years, each with 13 years of industry experience.

Serving the Kansas City Metro

Our office is located right on State Line Road in Mission, KS, in Northeast Johnson County. We serve clients in Mission, Westwood, Mission Hills, Prairie Village, Fairway, Leawood, Overland Park, Shawnee, and across the greater Kansas City metro. Schedule a conversation for a complimentary second opinion. 

Advisory services are offered through Uptick Partners, LLC, an SEC-registered investment adviser doing business as Holistic Planning. Registration does not imply any level of skill or training.