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Phone:  816-368-2898

Address: 1508 NW Vivion Road, Ste 300A

Kansas City, MO 64118

Email: Coach@MoneyInitiative.com

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©2020 Money Initiative by Opus Group of KC Consulting Firm

A Veteran Owned Company

RESOURCES

The COVID-19 Stimulus Package

Here is the 800 pages of legislation put together that we know as the CARES Act.

CARES ACT

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Small Business Loans

Though CARES Act

Are you a small business owner looking for information?

Small Business Owners Guide to the CARES Act

U.S Senate Document

Individuals & Families

CARES Act Resources

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Three Step Process to Apply for A Disaster Loan

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A budget can be hard to make when you don't have any money. We can show you the tricks to manage your money. We think there is a better way to control & track your money. 

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Talking to your family is hard enough--we make talking about money with your family easy and painless!

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Start the conversation to your parent's desires known, easy, secure, and painless. We'll help you the whole way.

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Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP®professional. 

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.

 

What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as aging parents, an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.

Opus KC offers judgment-free expert coaching to help you with what's going on right now.