Whole Story Planning
Kacy Seitz
Wealth Management Advisor|ChFC®, CLTC®, ChSNC®
Special needs planning is not part of our story.
It's our whole story.

Boards and Volunteerism
Family Advisory Board Member & Program Mentor // Children's Mercy Hospital
Family Advisory Board Member & Program Mentor The Family Advisory Board (FAB) is a group of 21 primary caregivers of children who have been cared for at Children's Mercy Hospitals and Clinics since January 2003. FAB meets monthly to support the hospital's mission, promote collaboration between families and professionals, facilitate communication, and enhance the Children's Mercy experience while maintaining confidentiality and realistic expectations.

Program Mentor: Parents Offering Parent Support // Children's Mercy Hospital
The POPS program provides mentorship to parents facing the challenges of their child's health condition through a network of parent volunteers. The program offers guidance and encouragement on various topics, including coping with a new diagnosis, building healthcare needs into daily routines, transitioning back to school, meeting complex demands, and long-term care needs. The program also provides unique perspectives and regular positive encouragement to overcome their unique challenges.
Trolley Run Team Leader // The Children's Center for the Visually Impaired (CCVI)
The Trolley Run is an exceptional race that not only provides a thrilling experience but also serves as a fundraising event for CCVI.
