Financial planner in Westerville, OH (show on map)
5.0
★★★★★
1 reviews
Fields Financial Planning integrates investment management with risk and debt management, as well as income and tax planning, for successful families, professionals, and business owners.
Fields Financial Planning was born out of the desire to find a BETTER way to help clients manage their financial lives. Our proprietary process integrates investment management with risk and debt management, as well as income and tax planning, for successful families, professionals, and business owners.
Our objective is to assist you in organizing the various pieces of your financial puzzle into a clear and understandable plan. Each plan is unique and many of our services may not be necessary at all times, but our process allows us to adapt as your circumstances change.
Proprietary The Fireside FORMula process
Focus on client-specific financial fit
Integration of investment, risk, debt, income, and tax planning
Services
Financial Planning
Integrates investment management with risk and debt management, as well as income and tax planning, for successful families, professionals, and business owners.
Proprietary process known as The Fireside FORMulaAdapts to critical financial eventsFocus on client-specific fit
Credentials & Certifications
CFP® (Certified Financial Planner)
RICP® (Retirement Income Certified Professional)
Esq. (Attorney)
Reviews
Rating
5
★★★★★
Reviews
1
"I would absolutely recommend him and his practice for any legal matters !"
Frequently Asked Questions
What is The Fireside FORMula? +
A proprietary process that organizes the various pieces of your financial puzzle into a clear and understandable plan, adapting as your circumstances change.
How does Fields Financial Planning integrate investment management with risk and debt management? +
Through a comprehensive financial planning process that considers investment strategies alongside risk and debt management to align with the client's financial goals.
5.0
