Kansas City's Trusted Financial Planning Firm
Knowledge is power. Our goal is to help people make the best financial decisions for themselves through education and research backed by data and experience. We work together with clients to establish clear financial objectives, with which we develop a comprehensive financial plan designed to accumulate wealth, mitigate risk, and inspire confidence.
Who We Work With
Entrepreneurs and Business Owners
You wear every hat—from CEO to visionary to HR manager—and your personal finances are often deeply intertwined with your business. We help you create separation between your business and personal wealth so both can thrive. Whether you’re growing a startup, stabilizing a mature operation, or preparing for a sale or succession, we build financial plans that integrate business cash flow, personal income needs, risk protection, and long-term wealth goals.
Our services often include strategies for tax-efficient compensation, retirement plan design (like SEP IRAs or solo 401(k)s), buy-sell agreement planning, and liquidity event preparation. We also advise on entity structure, cash reserve targets, and the reinvestment of business proceeds into diversified, long-term portfolios. You’re focused on building something great—we make sure your personal finances keep pace with your ambition.
Corporate Executives
As an executive, your compensation structure is far more complex than just a salary. With equity awards, deferred compensation, 401(k) maximization, and supplemental benefit plans, you need a strategy that turns complexity into opportunity. We help you optimize these elements with a coordinated plan that supports both your lifestyle and your long-term financial goals.
We commonly assist executives with timing and diversification of RSUs and stock options, modeling the tax implications of deferred comp elections, and managing concentrated equity positions. We also build cash flow and estate strategies around executive bonus structures and retirement timelines. Whether you’re climbing the ladder or preparing to exit the corporate world, our planning ensures that your benefits package fuels the life you envision.
White Coat Professionals
You’ve dedicated years to mastering your craft, often at the cost of high student loan debt and a delayed financial start. Whether you’re a student, resident, attending physician, dentist, or private practice owner, we help you translate your income potential into long-term financial stability. Our planning addresses the complexities unique to medical professionals: fluctuating income, practice buy-ins, liability concerns, and high burnout risk.
We work with clients to design repayment strategies for federal and private loans, evaluate disability and malpractice insurance needs, and navigate buy-in or buy-out terms for private practices. We also help structure tax-efficient savings, including defined benefit or cash balance plans, and guide you through wealth-building strategies that don’t depend on working forever. You’re caring for others every day—we make sure you’re also caring for your future.
Engineers
As an engineer, you value logic, clarity, and systems that work—and so do we. You’re likely a high earner, maybe receiving equity comp or on the path to financial independence early in life. We design financial plans that match your mindset: analytical, efficient, and rooted in sound reasoning. Our work goes beyond budgeting—we provide a model that shows how each financial decision affects the whole system.
From managing ISO or NSO stock options, to creating tax-optimized withdrawal plans for early retirement (including Roth conversion ladders or mega backdoor Roth IRAs), we deliver personalized strategies that align with your goals. We also help assess the right savings rate, model long-term career decisions (like taking a sabbatical or switching industries), and build portfolios designed for stability and independence. You design the future—we help engineer the wealth to support it.
Comprehensive Financial Planning Services in Kansas City
At Irish Capital, we provide a full suite of financial advisory services tailored to high-net-worth clients. Whether you’re planning for retirement, managing a business, or preparing to pass on your legacy, we offer strategic solutions backed by experience and integrity.