4 Easy Steps To Start

1
SCHEDULE A FREE INTRODUCTORY CALL​

A quick 15-30 minute call so we can both make sure there is a potential fit. If not, we will point you to a better solution

2
CUSTOM ROADMAP

We will use the information from our first call to build you a customized roadmap with the opportunities we see to improve your financial health

3
THINK IT THROUGH

There are no pushy sales people here. We will give you time to consider whether Trek Wealth Planning is the right advisor for your family

4
START YOUR JOURNEY TO FINANCIAL FREEDOM!

Get excited because you are about to have a clear vision for what you want your money to accomplish for you and a defined path to get there

Schedule Your Free Introductory Call
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Trek Wealth Planning, LLC (“TWP”) is a registered investment advisor offering advisory services in the States of Missouri, Kansas, and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of TWP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.