Cindy Richey, CFP^®

CDFA

President

Prosperity Planning, Inc

1805 NW Platte Rd, Ste 100
Kansas City, MO 64150

FINANCIAL ADVISOR'S WEBSITE

www.prosperityplanninginc.com

(816) 587-7526 CONNECT WITH Cindy

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Cindy Richey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prosperity Planning, Inc in Kansas City, MO and the surrounding communities.

Financial Advisor Overview

Cindy’s strength is analytics, and in fact, she was advised to study computer science in high school. She opted for business instead, until 10 years into her career, she learned about the CFP® certification. She knew it was an opportunity to apply an analytical mind-set to solving complex financial problems while enjoying one-to-one relationships with her clients. Her focus is working with financially independent women who seek a trusted professional who can advise them on any financial challenge.

Financial Advisor Experience

For Cindy Richey, CFP®, CDFA®, wealth is about freedom from worry and living life on one’s own terms. As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ professional, she strives to help our clients do just that. As President, she is responsible for the overall management of our company. Education and Certifications • CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards • Certified Divorce Financial Analyst® (CDFA®), Institute for Divorce Financial Analysts • Master of Business Administration, University of Missouri – Kansas City • Bachelor of Business Administration, University of Missouri – Kansas City Memberships and Community Involvement • Member, Financial Planning Association (FPA) • Co-Founder and Donor, Prosperity Planning Scholarship Fund • Legacy Circle Member and Donor, Women’s Employment Network • Executive Board Member, Churchill Homeowners Association • Member and Volunteer, League of Women Voters

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - M.B.A. CDFA

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Personal Taxes, Women's Finances