Strategic planning with a steady hand.
Our process is
designed to bring you
back to what matters
most—right now.
Our Process
The Steffes Method
Open the Door
Dive Deep
Map What Matters
Close the Loop
Open the Door
Dive Deep
Map What Matters
Close the Loop
What We Do
Here’s what we can help you with.
The work we do touches every part of your financial life. But it’s never just about the numbers to us. What we care about is helping you feel excited about what’s next, knowing we’ve got your back every step of the way.
Financial Planning
Our planning process brings structure and simplicity to your finances. Whether you’re starting fresh or refining what you’ve built, we help you gain clarity, align your goals, and make confident decisions.
Retirement Planning
We guide you through every phase of retirement—from timing and income to lifestyle and healthcare. Our goal is to help you retire with ease, purpose, and peace of mind.
Investment Strategy
We focus on long-term growth that matches your risk comfort and life goals. No hype, no high-flyers—just disciplined, values-based investing with your best interest at heart.
Tax Planning
Taxes touch every financial decision. We help you think strategically, avoid surprises, and collaborate with your other professionals to keep everything aligned.
Trust & Estate Planning
Whether you’re protecting loved ones, giving back, or planning your legacy, we help you navigate the big questions and ensure your wishes are clearly reflected.
Business & Exit Planning
If you own a business, we help you plan for what’s next—retirement, selling, or handing it off to the next generation. We’ll be the support system that gets you through every decision, be it simple or complex.
FAQ
Common questions we hear.
What makes Steffes Financial different?
At Steffes, we lead with relationships, not products. We don’t believe in one-size-fits-all advice. Instead, we take the time to understand your life and values, then build a plan to match. Our approach is thoughtful, steady, and always tailored to you.
Do you work with business owners?
Yes. We offer 401(k) and Business Retirement Plans, succession planning, and financial guidance for business transitions. Whether you're scaling, stepping back, or preparing to sell, we help you protect what you’ve built and plan your next steps with confidence.
What if my partner isn’t engaged with finances?
That’s common—and we’re here to help both of you feel informed and confident. We’re patient, never pushy, and skilled at making complex topics feel approachable. Many couples find our process helps them get on the same page.
Where is Steffes Financial located?
We’re based in Overland Park, Kansas, and serve clients both locally and virtually. Many of our client relationships are fully remote—with the same personal service, just over Zoom or phone.
Do you help with taxes?
Yes. As an independent, fee-only financial planning and wealth management firm, we provide strategic tax planning services. We also work closely with your CPA or tax professional, and collaborate with your other professionals to keep every piece of your financial picture aligned.
What’s your investment approach?
We focus on long-term, values-based investment management. Our approach is steady, transparent, and built around your goals and risk comfort. As a fee-only financial planner in Overland Park, we don’t earn commissions or sell products—our only incentive is your success.
What services do you offer?
We offer comprehensive financial planning, retirement planning, investment management, and strategic tax and estate planning. We specialize in generational financial planning for Kansas City families seeking lasting peace of mind.
Will my family be protected?
We’re here to make sure of it. We build holistic financial plans that extend beyond one individual. Whether it’s estate strategies, legacy planning, or supporting multiple generations, we help Kansas City families protect what matters most.