By Tonya Round on February 19, 2026 Verified by Google

Finding a company that you trust your future with is not an easy task. I feel like it is one of the most important adult relationships you can have. Kyle, Mitchell and Macy are the REAL DEAL! I feel comfortable asking ANY question [and I ask A LOT of them] knowing the answer I will get is honest and thought through even if it may not be what I want to hear it will ALWAYS be in my best interest. Thank you for allowing me to be a part of the Holistic Family

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By Sandy Murphy on February 18, 2026 Verified by Google

Both Kyle and Mitchell are truly fantastic- I love their family CFO model. They are always available when I have questions and are incredibly knowledgeable. I really feel like they have my back- and I never hesitate to refer people to them!

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By Brooke B on February 14, 2026 Verified by Google

Kyle at Holistic Planning is outstanding to work with. He takes the time to truly understand your goals and provides clear, personalized financial planning advice. His knowledge in investment strategies, retirement planning, and overall wealth management really stands out. He explains complex financial topics in a way that’s easy to understand and always makes you feel confident about your decisions. If you’re looking for a trustworthy financial advisor who offers comprehensive, holistic financial planning services, I highly recommend Kyle and his team.

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By Amelia Harshfield on February 7, 2026 Verified by Google

I was burnt out on being a landlord and ready to see what else I could do with my money. Kyle was incredibly helpful finding solutions and also how to take a loan out on my money, with the interest going back to the fund. I'm more than grateful for Kyle's time helping me pivot in a way that is best for me.

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By Rhonda Hogan on December 25, 2025 Verified by Google

Kyle Hogan and team are the best financial planners in Kansas City! Outstanding comprehensive wealth management, would highly recommend!

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By John Couture on December 20, 2025 Verified by Google

Holistic Planning is a fantastic resource for KC businesses! Not only do they provide extensive, smart financial planning and analysis, but they are all truly wonderful, kind people.

You aren't just a number or an account with Holistic. You develop personal relationships while knowing your financial future is in good hands. I've really enjoyed getting to know Kyle and Macy and see how they are just genuinely good folks.

Plus, Kyle has a sneaky, wry sense of humor that I greatly appreciate!

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By Ian Chambers on December 18, 2025 Verified by Google

I was nervous about discussing some poor financial decisions I’ve made recently. Kyle sat me down and helped me see a positive way out and helped me find a path to improving my overall financial wellness. I would highly recommend Holistic planning . I’ll be feeling great with sound financial advisement moving forward

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By Summer Hogan on December 15, 2025 Verified by Google

Kyle and his team are knowledgeable, professional, and genuinely care about their clients’ financial well-being. They take the time to explain everything clearly, answer questions, and create a strategy that is thoughtful and personalized rather than one-size-fits-all. I highly recommend this firm to anyone looking for trustworthy, competent, and client-focused financial guidance.

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By cassie d on December 11, 2025 Verified by Google

Full service financial planning. I appreciate the ability to have all my financial future planning in one spot. Kyle has the knowledge, expertise and experience to provide exceptional advice and customer service.

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