Financial Planning in Toledo and Northwest Ohio is a Process, Not a Product

Put simply, financial planning integrates your resources with your goals and objectives. It also will provide direction and discipline to people looking for guidance on what to do and where to put their finances. Without direction and discipline, people typically make impulsive, random decisions: they buy insurance, invest in that “hot” stock, or adopt the latest tax strategy, often compounding problems that are difficult to reverse. Our advisors can help you to create a financial plan that works for your unique needs. 

What are the Steps to Creating a Financial Plan?

Once we determine what your financial goals are, the next step is to develop a plan to determine whether you are staying on track to meet those goals. It allows you to see if and when you need to make adjustments to your spending, how long you need to save before you can afford something. The different parts of a financial plan include budgeting, investing, retirement planning, estate planning, tax planning, and risk management. Not all plans will include all of these parts, but most will as they are important for future financial success. 

The timing of your financial plan depends on your financial goals. Some plans can stretch over a designated period of time while some can continue with no end. Financial plans are also meant to be flexible to account for life changes, expected or not such as marriage, children, a new home, a death in the family, etc.

Our Certified Financial Planners in Toledo are Here to Give You the Tools Necessary to Set You Up for Financial Success

No matter what your financial goals are, we work with you to ensure they are attainable goals. Setting unrealistic goals can cause more financial harm if not executed properly. We help to identify key financial issues concerning those goals and prepare a list of strategies for achieving those goals. We will then meet with you periodically to review your plan and make any adjustments needed with any changes that may have occurred within your life.

Bottom line: We are here for you. Contact our experienced financial planners today to schedule a consultation to review your current finances and begin setting your plan in motion. 

Financial Planning Software

Our financial planning software that utilizes all your data to create a comprehensive financial plan projection. Within this software, a portal will be made available to you to upload and store important financial documents. It will also give you access to your financial plan for your review at any time. Once our planning relationship has started, we will send you a personalized link to begin your online experience.


Important Documents You'll Need:

  • All Financial Statements such as 401K, IRA, 403B, Individual, Joint, etc.
  • Pension documents
  • Current pay stubs
  • Social security statement – if you do not have a copy of your Social Security statement, please visit
  • Insurance policies such as Life, Disability, and Long-Term Care
  • Last year’s tax return


Our 7 Step
Financial Planning


Questions about Financial Planning?

Consultation is free

You will never be charged for your financial plan without first signing an agreement. Charges for Financial Plans may vary based on the scope of the plan and you will never be charged for any changes unless recreating the whole plan occurs. We are not here to nickel and dime you but are here to help you achieve your goals.