WHAT SETS US APART
Holistic care backed by
Financial Life Planning is about discovering, planning, and living your life story – your version of your best life.
And to do that, we at AFP work diligently to keep our ears to the ground and our eyes to the horizon, continually growing and expanding our knowledge and experience so we can put that to work for you.
So share your long-term financial goals and your long-simmering dreams, and let us do what we do best... crafting a financial plan for you that provides for and realizes all aspects of your life's "big picture".
Our Core Qualifications:
• Registered Investment Advisor (RIA)
• Certified Financial Planner™ (CFP®)
• Provide Unbiased Advice
• Fiduciary Oath Level of Care
• Accountable to Our Clients
Raising the bar
is standard practice.
At AFP, we strive to stay ahead of the curve
with our innovative strategies and approach,
offering our clients unique services and solutions
to position them for success.
Our firm has been providing financial planning services for more than 20 years. Our past work experiences in financial services goes back a bit farther to 1981.
Our investment experience and strong working knowledge of the State of Ohio pension systems (OPERS, STRS, SERS) goes back to 1982.
Master's Degree in Financial Planning
It should be a given that your advisor has obtained the Certified Financial Planning designation, but we have gone that extra step by also obtaining Master’s degrees in Financial Planning (MSFP- Master of Science in Financial Planning & MPAS – Master Planner in Advanced Studies).
As financial planners, education is a life-long pursuit… so we make it our mission to seek out new trends and information to share with our clients.
This may mean taking additional classes or pursuing additional designations where warranted.
Certified Financial Transitionist
Teri is a Certified Financial Transitionist® (CeFT®), trained in meeting the personal or human side of money while helping you tackle the technical side as well.
This unique certification requires at least five years of direct client contact and prior CFP®, a CFA®, a CIMA®, or CPA/PFS® designation.
Navigating the Two Sides of Money
We understand that there are two sides to money... technical and personal.
Both sides are equally important and complex, but it's the personal side that commonly drives the decisions being made.
Our awareness of this dynamic allows us to acknowledge a balance of technical and personal influencers in your larger financial picture and builds a successful strategy that is inclusive of all aspects of your thoughts, feelings and decisions.
National Association of Personal Financial Advisors (NAPFA) Member
We are a member of this smaller sub-set of Fee-Only financial planners who have met stringent NAPFA requirements to be selected as part of this organization.
Founded by a Woman
Statistically 80% of advisors are male and less than 5% of advisory firms are owned by a female, so AFP is somewhat unique in our field.
We have continued to blaze trails for the last 20 years and are often early adopters of changes in our profession when it is warranted.
Multi-Step Comprehensive Financial Planning
Our well-defined planning process offers interactive meetings where we work through real-time “what-if” scenarios to troubleshoot our strategic plan.
For Wealth Management clients, we offer a personal financial website that offers access to all their accounts in one place. This central hub features their accounts (bank, investments, credit cards, etc.), insurance coverage, spending plan, and net worth, with updated content displayed on a daily basis.
This website also provides a vault for clients to store important documents such as tax returns, estate documents, and insurance policies.
Tools, Technology & Education
To match the rapid pace of our changing world, we offer our clients technology tools to help make their lives easier, more manageable and secure. We provide timely programs to our clients on topics they want to better understand.
We are committed to keeping our clients safe as they grow older. To address this need, we have incorporated easy-to-understand and practical tools and practices that allow our clients to be more proactive in what lies ahead.
Our clients are individuals and families who come from all walks of life - professionals, business owners, or those experiencing a life changing transition.
We offer a wide range of services to embrace and address your needs, now and into the future.
As your life changes, so will your needs...
and AFP will be there every step of the way.