I started this business out of necessity for my family.

Receiving a life-changing diagnosis for your child - no matter when it arrives - changes your trajectory in unimaginable ways. In 2010 my daughter Hudsyn was born with complex medical needs, and so began our search to find answers to the million questions swimming in our minds:

  • If something happens to me, what will happen to my child?
  • Am I leveraging everything available to ensure my child is in the best situation possible?
  • What can MY life look like – will I retire? What about the dreams I had?
Family Photos Collage

After meeting with financial advisors, we realized that they didn't understand the complexity of our family's unique situation and weren't able to provide us with the answers we needed.

I found myself underwhelmed by the lack of options and overwhelmed by the questions left unanswered. We desperately wanted help that would consider all the puzzle pieces and involve our daughter's entire team, so that we could work together to find the best solution.

After three years of searching, it was clear I needed to be the change I wished to see. In 2013, I created my wealth management practice devoted to serving Special Needs families.

I have a carefully curated team of exceptional individuals comprised of parents, caregivers, and advocates in our community to ensure that we meet our client's needs with care, compassion, and clarity.

Driven by the desire to make a lasting impact, I personally train and mentor other financial professionals in this nuanced and sophisticated planning specialty. Our practice has since grown to serve over 400 special needs families nationwide, embodying our unwavering commitment to providing holistic and personalized financial solutions to those navigating the complexities of caring for a long-term dependent.

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Whole Story Planning Team

My team is deeply invested in the Special Needs community as parents, caregivers and advocates themselves. We understand the complexities - both financial and emotional - that you're currently navigating. We are dedicated to not just caring for the families we serve, but improving education, resources and planning technology for the industry as a whole.

Photo of Director of Operations and Client Service Ashley P Stallons

Ashley P Stallons

Director of Operations and Client Service

913-940-5634

Ashley is not only the director of operations and client service but Kacy’s younger sister and Hudsyn’s aunt. A graduate of Washburn University, she spent many years working for the State of Kansas, processing disability claims and helping families during an incredibly challenging time. Also a huge sports fan, she uses the skills she developed working for the state and her enthusiasm for sports to ensure she advocates for the most positive possible outcomes, help Kacy’s clients through a streamlined underwriting process, obtains and updates information on insurance policies, and keeps the office running efficiently.

When she’s not in the office, Ashley loves camping, watching movies, and advocating for families with special needs children. She and her husband, Troy, reside in Overland Park, KS.

Special Needs Journey: Kacy's sister and Hudsyn's aunt

Favorite Snack: Nachos

Carpool Karaoke Song Choice: “Goodbye Earl” by The Chicks

Top Stress Reliever: Hot tub time!