The Plancorp
Crafted Advantage

In the shallows of basic financial advice, you're at the tip of the iceberg of what's possible.

“The myth that all financial plans are the same costs families big every day."

J. Christopher Kerckhoff, President & CEO

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Without realizing it, you’re only at the surface of what’s possible.

At Plancorp, we take things deeper.

We know the biggest questions aren’t about allocation strategies or tax breaks.

They’re about building the confidence you aren’t making mistakes you aren’t even aware of that could cost you or your future generations.

They’re about making sure you’re making the right moves to extract everything possible of your opportunities.

We believe they deserve
Absolute Wealth Alignment.

Our clients live life with purpose. They deserve answers to these questions and more that don’t leave them skeptically content.

We’ve perfected a model over our 40+ years in business to align your goals, values, and preferences with your financial plan to achieve and maintain Absolute Wealth Alignment.

Ready to Learn More? Book A Call

Crafting Your Advantage

It’s easy to get trapped by a plan that seems ‘good enough.’

The secret to our success with clients is a commitment to follow a process refined over decades of working with successful individuals, families, and business owners.

We’ll help you bring your plan into focus so you can imagine what’s possible, illumiate only the data and strategies relevant to your situation, and help you lead your life with confidence knowing you can make decisions and protect what you’ve built.

Curious about our model for wealth management?

Book A Call to Speak With an Advisor

An Essential Wisdom Mindset

When the market fluctuates, how confident are you that your plan is still on track? Many say in moments like that they are easily swayed by impulsive emotions. That's where we come in.

Our team carries what we call an essential wisdom mindset. It’s how we tap into the collective wisdom of our entire firm alongside decades of evidence-based research to keep you above the noise and dialed into a long-term strategy crafted to meet your goals.

Meet The Plancorp Team

The Plancorp Process

01 Getting To Know You
02 Gathering The Data
03 Coming Together
04 Onboarding and Implementing
05 Reviewing and Updating

Step 01

Getting To Know You

Schedule your 30-minute discovery call so we can learn a little bit about each other and make sure Plancorp is a good fit for you. If so, the next step is to build a first draft of your financial plan to present in a 90-minute follow up meeting. This allows you to better understand what it’s like to work with Plancorp and allows us to showcase how our financial planning expertise can help you.

Schedule a Discovery Call

Step 02

Gathering The Data

Our plans and recommendations are only as valid as the information fueling them. We'll launch an easy-to-use digital onboarding platform that allows you to securely share key data from past tax returns or portfolios so we can properly assess your situation and run models.

Schedule a Discovery Call

Step 03

Coming Together

This is where things get exciting. We'll regroup including members of our team with deep knowledge on the topics most important to you and walk through your plan and make refinements based on your goals. A financial independence analysis will guide this process and we'll conclude with a clear breakdown of exactly what an agreement with Plancorp would look like for you and your family.

Schedule a Discovery Call

Step 04

Onboarding and Implementing

We'll work with you to securely share any additional details and account information to fully implement Plancorp as your trusted investment advisor and financial planning partner. We'll discuss the steps and a regular meeting cadence to take the work off your plate while ensuring you feel informed and supported through life's milestones, big and small.

Schedule a Discovery Call

Step 05

Reviewing and Updating

While a lot of work is done up front to establish key components of your financial plan like an investment allocation, estate plan, and insurance plan, the real value comes through our commitment to continually evaluate and optimize your plan and help you make decisions when they come up. You can set a cadence with your Wealth Manager that matches your life so you feel supported, not smothered, by someone who is truly your financial advocate.

Schedule a Discovery Call