Wakefield Hare
CFP®
Greater Than Financial
Financial Planner
Wakefield Hare
CFP®
Greater Than Financial
Financial Planner
Don't settle for anything less than full confidence you're handling your financial resources the best you can. - Wakefield Hare, CFP®
Fee-Only financial planner located in Kansas City, MO serving clients in the Kansas City Northland and across the United States.
Wakefield Hare is a Kansas City, MO fee-only financial planner. Greater Than Financial is a financial planning and investment management firm specializing in planning for the busy families of Kansas City’s Northland and all across the United States. We serve those families who need extra expertise to find the information necessary to make confident financial decisions. We accomplish this by using the latest financial planning applications and by developing a customized communication schedule for each family we serve.
Wakefield Hare is a fee-only financial advisor at Greater Than Financial, located in Kansas City, MO. He has 12 years of financial planning experience and specializes in planning around the needs of families in their 30s and 40s.
My dedication to planning comes from one simple thought: a man has all he needs for a full life, yet most feel like something’s missing.
So much of our lives are but a shadow of what they could be because of waste. The effective application of financial principles can fix that.
To me, finance is about discovering the best and highest use for all that we have, including our money, our skills, our time, and our energy. Finance, done right, equals more life. Life that is greater than what we are currently living.
Those thoughts spurred the creation of Greater Than Financial and gave the company its mission: Giving accurate and timely information to make it simpler for families to live fully.
With over 10 years of investment management and financial planning, and over 15 years working with teenagers and their parents through Young Life, I’ve gained the ability to layer technical planning expertise on top of insightful communication to be able to discover what a family really needs to make progress.
That’s why Greater Than Financial focuses on serving Kansas City Northland families under 50. These people’s lives are so full on the outside, it becomes normal to not slow down long enough to remember the reason we’re all running so fast in the first place.
These families are coming on their peak earning years, but still have time for career transition if it makes sense. These families are pushing to make sure their kids are on track to become fulfilled, productive adults. These families are beginning to confront the realities of life after the kids get out high school, including the complexities of paying for college and the expectation of an empty nest.
If you’re that family and want a consistent planning process to help you make the best decisions possible, then you are a Greater Than family.
Wakefield Hare is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Simplifying your family's most important decisions
Greater Than Financial focuses on empowering families with confidence in their financial situations and their lives.
Financial planning works. Your future is not as mysterious as it may seem.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Gen X Families
- Business Owners and Executives
- Single Income Families
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Wakefield Hare is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Wakefield Hare is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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 use the CFP® designation.
-
Wakefield Hare is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Wakefield Hare Discusses "Finances, Risk, & Living Life to its Fullest" with JBLB Insurance
-
Wakefield Hare is a Member of The Kansas City Financial Advisors Network: a group of independent financial planning experts who each meet qualifications and standards that exceed those of most financial planners
-
Wakefield Hare is a volunteer leader with Young Life
-
Wakefield Hare Teaches "Personal Finance for Big Thinking Teens" Through udemy
Contact Wakefield Hare
Office Locations:
-
7280 NW 87th Terrace
Suite 210
Kansas City, MO 64153 -
412 Court St
Savannah, MO 64485
