CONTACT US TO LEARN HOW WE CAN HELP YOU

Step 1 submit the form below

Step 2: We will reach out to schedule a short introductory meeting via phone or video conference.

Step 3: During the meeting, we will discuss your situation, share our process, and determine if we are a good fit to help you.

Step 4: If it makes sense, we will discuss the next steps and schedule a Discovery Meeting.

Please fill out the form below so we can reach out to schedule an introductory meeting!

Name

First Name

Last Name

Email

Phone

(###)

###

####

Please share what led you to reach out and why you are looking for a financial planner.

Please let us know which advisor this message is for.

(Phil or Darin)

How did you hear about us?

Foundation Wealth Planning works with clients virtually in Kansas, California and beyond. Through a series of consultation meetings, we’ll get to know each other, identify your unique financial needs, goals, and concerns, organize your financial life, and set goals to align your finances with your Catholic values. With ongoing semi-annual consultation meetings, we’ll work to keep you on track with your goals.