About Practical financial planning
Practical Financial Planning: Your Trusted Partner for Financial Success
Practical Financial Planning is a fee-only financial planning firm based in the greater Cleveland, Ohio area. With a team of experienced and knowledgeable financial advisors, we provide comprehensive financial planning services to clients across the country.
At Practical Financial Planning, we believe that everyone deserves access to high-quality financial advice and guidance. That's why we offer our services on a fee-only basis, which means that we don't earn commissions or receive any other form of compensation from third-party providers. This allows us to provide unbiased advice that is solely focused on helping our clients achieve their financial goals.
Our Approach to Financial Planning
At Practical Financial Planning, we take a holistic approach to financial planning. We understand that every client has unique needs and goals, so we work closely with each individual or family to develop a customized plan that meets their specific needs.
Our process begins with an initial consultation where we get to know you and your current financial situation. We'll ask questions about your income, expenses, assets, liabilities, and long-term goals so that we can gain a clear understanding of your overall financial picture.
From there, our team will analyze your information and develop a comprehensive plan designed specifically for you. This may include recommendations for investments, retirement planning strategies, tax optimization strategies or estate planning solutions.
Once your plan is in place, our team will continue working with you over time to monitor progress towards achieving your goals and make adjustments as needed along the way.
Why Choose Practical Financial Planning?
There are many reasons why clients choose Practical Financial Planning as their trusted partner for achieving their long-term financial success:
1) Fee-Only Services: Our fee-only model ensures that our advice is always unbiased and focused solely on helping you achieve your goals without any conflicts of interest.
2) Experienced Advisors: Our team includes experienced professionals who have worked in the industry for many years.
3) Customized Plans: We take a personalized approach to financial planning, ensuring that each client receives a plan tailored to their unique needs and goals.
4) Comprehensive Services: We offer a wide range of financial planning services, including investment management, retirement planning, tax optimization strategies and estate planning solutions.
5) Client-Centered Approach: Our team is dedicated to providing exceptional service and support to our clients. We are always available to answer questions or provide guidance whenever needed.
Our Commitment to You
At Practical Financial Planning, we are committed to helping our clients achieve their long-term financial goals. Whether you're just starting out on your financial journey or you're looking for guidance as you approach retirement, we have the expertise and experience necessary to help you succeed.
Contact us today for more information about our services or to schedule an initial consultation with one of our experienced advisors. Let us help you achieve your financial dreams!