At Zschoche Financial Planning we work as a team with clients to instill the confidence to assess his or her financial goals and participate in the financial management process. This is accomplished with clear, unbiased, and easily understood explanations of financial products and services.
Complimenting the securities registrations and insurance licenses which Pam has held for 10 years, is the CERTIFICATION IN FINANCIAL PLANNINGTM obtained in 2009.
In addition to extensive personal and professional experience working with individuals and small business owners, Pam has acted as facilitator for several focus groups including "Healthy Retirement Options" at the Central Exchange in Kansas City, and "Smart Women, Smart Money".
Prior to establishing a financial planning business, Pam assisted with a small family owned business and has served in leadership roles for numerous civic organizations including:
- Kansas City Young Matrons
- Symphony Women's Association
- Kansas City Rose Society
Professional affiliations include:
- CERTIFIED FINANCIAL PLANNING TM Certificant
- Financial Planning Association
- Financial Services Institute
- Leawood Chamber of Commerce
- National Association of Parliamentarians