About Finance Invest Plan
An independent advisory practice built on one belief: good financial decisions come from a complete picture, not a single product.
Overland Park
We started because good advice was hard to find.
Finance Invest Plan opened its doors in 2011 with two advisors, one shared desk and a stubborn idea: that a family should be able to sit down with someone who understands loans, investments, tax and insurance together — instead of being passed between four different salespeople.
Fourteen years later we are a team of licensed advisors, mortgage specialists, tax planners and client service professionals working from our office on W 93rd Street. We have placed and managed more than $640 million in lending, and we still take the same approach we did on day one: listen first, explain everything in plain English, and put the recommendation in writing.
We are independent, which means we are not tied to a single bank or fund house. We compare the market for you, disclose exactly how we are paid, and tell you when the answer is simply "don't borrow yet".
The standards we hold ourselves to
Our mission is simple: make financial decisions understandable, affordable and aligned with the life you actually want to live.
Transparency first
Every fee, commission and lender payment is disclosed in writing before you commit to anything. If we cannot explain a product in one page, we do not recommend it.
Advice, not sales
Our advisors are measured on client outcomes and retention, not product volume. Sometimes the right recommendation is to wait, save more, or do nothing at all.
Long-term thinking
We review every plan at least annually. Life changes, rates change and tax rules change — your strategy should change with them, deliberately.
Privacy by default
Your documents are stored in an encrypted client portal, shared only with the specialists working on your file, and never sold or rented.
Education over jargon
We would rather you understood the trade-offs and chose a smaller loan than signed something you could not explain to your family.
One accountable team
You get a named advisor and a direct phone number. No rotating call centres, no being handed off when your situation gets complicated.
A practice built one client at a time
We have grown slowly and deliberately. Every new service we added came because clients kept asking for it — not because a product needed selling.
Two advisors, one desk
The firm opens in Overland Park with a focus on personal loans and mortgage advice for local families.
Wealth planning added
Clients who had cleared their debt wanted help investing the difference, so we built a planning desk.
Credit repair & consolidation
A dedicated credit team launches to help clients restructure high-interest debt responsibly.
Remote advice nationwide
Video consultations open our services to clients in 38 states without losing the personal relationship.
Tax and insurance under one roof
In-house tax advisory and insurance placement complete the picture for existing clients.
$640 million placed & managed
More than 12,000 clients served, with a 98% retention rate and a 4.9 average client rating.
Licensed specialists, one accountable team
You will meet the person who owns your file — not a rotating queue. Here are the leads you are most likely to work with.
Angela Pruitt
Fifteen years guiding families through lending decisions, with a focus on debt structure and long-term cash flow.
Robert Lindqvist
Specialises in first-time buyer programs, refinancing and self-employed income documentation.
Priya Raghavan
Builds goal-based portfolios and retirement income roadmaps for clients at every stage of saving.
Thomas Delgado
Coordinates year-round tax strategy and risk cover so nothing undercuts the rest of the plan.