Financial Planning

What keeps you awake at night? Are you worried about aging parents or providing for a child’s education? Do you think about the best way to pay off student loans? Can you afford the next house? Do you have enough and the right kind of insurance? Are you concerned that giving or leaving resources to children or grandchildren may undermine their desire to work hard and succeed on their own?

Financial Planning is an ongoing process by which we help you make sensible decisions about money and guide you toward your life’s goals.

Each planning client presents a unique set of financial circumstances and desires. We strive to thoroughly know our clients, to understand their family situations, values and priorities. We strive to be your partners in planning, and as such, to know as much about you as your best friends and family do!

Together we will develop a financial life plan and assist you on a continuing basis to implement that plan and modify it as life circumstances necessitate. Our greatest reward is seeing our clients succeed, achieve milestones, and ultimately enjoy the lifestyle and retirement they envision.

At First Ohio Planning, we start the process by discussing your short-, medium- and long-term goals. With your input, we prioritize these goals and consider the timing and likely costs associated with them. We will also plan for some of the unexpected hurdles you may have to overcome. Together we will work to get you organized. In the planning process you will gain control of your finances, rather than letting your finances control you. We want you to develop confidence in your decisions, thus reducing stress. As a result you will start to enjoy life more, and have peace of mind knowing you are on track for the financial future you want for you and your family.

Just like no two individuals are alike, no two financial plans are alike. The process involves a great deal of detail, and is ongoing. Let us assist you to develop your road map so you and your family are prepared when “life happens”.