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Holistic Planning - Kansas City

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Phone

+1 816-791-0900

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Last Updated On

Jan 7, 2026, 10:25:17 PM

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1901 W 47th Pl
Suite 103

66205MissionKansas

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Listing ID

47557164

About Holistic Planning - Kansas City

Holistic Planning is an independent, planning-first fiduciary advisor dedicated to improving your life through remarkably personal financial care. We believe in anticipating your needs and providing clear, complete-picture plans that reflect your vision for a life worth remembering. Our holistic approach brings investments, taxes, and estate planning under one roof to remove complexity and set you and your family up for success—for good.

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financial advisorfinancial plannerwealth management

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