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Sandra S. Holt, CFP®, CFBS

Lifestages Financial Solutions

9401 Indian Creek Pkwy
Suite 475
Overland Park, KS 66210-2089
Phone: (913) 451-8154
Fax: (913) 338-5010

Toll-free: (800) 334-0796

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.