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Columbus Street Financial Planning

Columbus Street Financial Planning

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Financial Services

About Us

Welcome!

Columbus Street Financial Planning is an independent, fee-only financial planning and investment advisory firm focused on helping individuals and families prepare for retirement and save on the cost of college.

As a CERTIFIED FINANCIAL PLANNER™ since 2004, I have provided comprehensive financial planning and investment advisory to mass affluent and high net-worth clients for two highly regarded fee-only wealth management firms.

I founded Columbus Street Financial Planning to put my fifteen years of experience to work for families and individuals who may not meet minimum income and asset hurdles many fee-only planning firms impose. Columbus Street’s flat-fee and hourly planning structure allow us to work with clients of all ages and levels of financial complexity.

Columbus Street Financial Planning is not affiliated with any bank, brokerage firm, or insurance company. This creates a conflict-free environment in which we do not sell any products by design. Simply put, our only duty is to the clients we partner in Central Ohio and across the country.

Through the delivery of objective and tailored advice as a fiduciary, we have an obligation to place clients' best interests above ours to help clients achieve their financial goals and live life on their own terms.

Thank you for reading about Columbus Street Financial Planning and please visit our website at www.columbusstreetfin.com.

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