About Wrenholt
There is no waiting room and no handoff. One client at a time, with the care and preparation the decision deserves.
Claire’s reason for doing this work
In 2009, Claire went through her own divorce. She kept the house so her two boys could stay in their school, then had to sell it two years later.
“Nobody showed me what the house would cost me over ten years. That is the first conversation I have with every client now.”
2016Founded in Overland Park
22 yearsClaire’s planning experience
One at a timePrivate meetings, in office or by video
Evening availabilityMonday and Thursday until 7:30pm
The team
Founder
Claire founded Wrenholt Financial Planning in 2016 after 12 years as a planner at a Kansas City bank. With 22 years of experience, she leads every case herself.
Works with: every client, from the first call to the signed settlement.
Financial analyst
Jonah builds the settlement projections and runs the pension and retirement account numbers.
Works with: the numbers behind each offer, pensions and retirement accounts.
Client coordinator
Lupe handles scheduling, the secure document portal, and is the person who answers the phone.
Works with: your calendar, your documents, and anything you need between meetings.
A private first conversation