Our Philosophy

At KHC Wealth Management, Making Life Count!®-the art of living well today while planning for your future—is our core philosophy.

To us, wealth management is all about leading the life you want. Why do you work 60-70 hours a week? What do you want your hard-earned money to do for you? The answer is as individual as you are, and may include:

  • Assure your children’s college educations
  • Buy a vacation home
  • Fund the travel itinerary you and your life partner have long dreamed about
  • Care for your aging parents
  • Support the charitable causes that drive your passion

As a business leader, you’re accustomed to building plans to meet your business objectives. At KHC, we use a similar approach to help you create your personal business plan-a goal-directed, action-oriented plan for you and your family. We deliver personalized, ongoing analyses and monitoring of your financial situation, including evolving plan scenarios that reflect changes in your life and career. We help implement every phase of your plan, and we connect you to a valuable network of resources to support every action step.

No matter what your story may be, KHC Wealth Management is here to help you plan and take action to accomplish your goals-at every phase of your life.


KHC’s Joni Lindquist in the Kansas City Business Journal’s Table of Experts: Women in Financial Planning



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