Money Advice For:

Sales Professionals,

Biz Owners & Retirees

Flat-Fee Financial Planning, based in Kansas City (and virtual)

As seen on:

We help

busy

professionals:

  • Get clarity with their money

  • Invest for the long-term

  • Pay less in taxes

  • And more…

Your Financial Freedom Tracker…

A financial planning firm built to

serve others, transparently.

  • Use Money As A Tool

    Money is a tool. Money is NOT the goal. Money can help you achieve your goals and spend on things you value or you can chase it all your life and be unsatisfied….

  • Flat-Fee, Subscription Price

    We don’t take a chunk out of your investments. YOU keep full control of your investments, we just help steer the ship. We’re here to challenge the status quo - and it starts with how we charge.

  • Become Financially Independent

    Ever thought about retiring a decade or two earlier than the stereotypical mid 60s? Learn how to tweak your financial life to set yourself up for financial freedom at a faster clip.

  • Had Enough Corporate Culture?

    Tired of being forced to enter every detail of work into a CRM system? How about dealing with bad bosses and being a part of orgs that don’t have your best interest? Build out an escape plan.

Affiliated with:

Challenge Everything Financial, LLC (“CEF”) is a registered investment advisor offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

Challenge Everything Financial, LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles. 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Challenge Everything Financial, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

CEF does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall CEF be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if CEF or an authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.