At KHC Wealth Management, we offer wealth management services designed to address the complexities of your entire life-including applying financial planning and investment management strategies to help you grow and protect your existing assets, and providing comprehensive coaching to help you attain your personal and career goals.

Human Capital + Financial Capital = Your Wealth

At KHC, we define “wealth” more broadly than most advisory firms. While wealth certainly includes financial capital (your income and investable assets) we believe human capital (your time, talents, and experience) is equally vital to defining your true lifetime “wealth.”

For many, major life transitions—such as marriage, divorce, a promotion or other job change, job loss, the birth of a child, or the loss of a loved one-dictate the need for a new level of financial guidance. No matter what your challenges may be today, KHC is here to help. Whether you’re focused on excelling at your career while striving to achieve your personal and family dreams, planning for a pending retirement that supports your desired lifestyle, or are already retired and need to ensure a reliable, steady cash flow for the long-term, our services can help you:

  • Clarify your goals
  • Create a specific action plan
  • Take action to make life count-today and for the rest of your life

And while we believe every one of our financial planning and investment management clients benefits from our holistic view of wealth management, if you have specific coaching needs to support your personal and professional growth, we invite you to take advantage of our executive and career coaching services.

Please contact us at 913-345-1881 to discuss your needs and learn more about how the following services can help you reach your goals.

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



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