Your financial journey starts here.
It All Begins With a Conversation
Located in Columbus, Ohio, Alexander Financial Planning, Inc. (AFP) is a boutique fee-only (fiduciary) Registered Investment Advisory firm. With over 28 years of experience, we have gravitated to providing financial planning using a flat-fee financial life planning model. Our independent structure has allowed us to be in the driver’s seat to determine how best to provide a meaningful financial planning engagement for our clients. AFP is one of the few female-owned firms since its founding.
Our mission is to bring understanding and purpose to your financial life by connecting your money with your dreams and aspirations. We work with individuals & families locally and across the country. Our primary commitment is to your long-term financial well-being. We also believe that your fee should not be based on how much you have, and this drove us to change our fee model to a flat-ee structure vs. the more common fee structure of Assets Under Management (AUM).
Living your version of your best life.
Financial life planning is about discovering, planning, and living your life story.
Our goal is to bring meaning and purpose to your financial life by connecting your money with your dreams and aspirations.
By understanding your unique set of values, priorities, challenges, and opportunities, we help you increase your sense of financial well-being and life satisfaction.
Builders
Managers
Preservers
A fresh take on financial life planning.
Many advisors approach financial planning strictly by the numbers – budgets, net worth, insurance, investment returns, and taxes.
We agree that numbers do matter, but they are there to support and serve you, not the other way around.
AFP offers a game-changing strategy to help our clients unleash long-simmering dreams, guide them through pivotal points in their lives, and empower them to navigate the day-to-day changes as they transition to a new normal with greater ease and confidence.
Let our unique approach flip the script and place your story at the forefront, allowing us to build a customized plan with your goals and aspirations as our guide.
We can guide you there.
Whether you’re seeking financial planning advice, need guidance on how to invest your money or you are experiencing a life transitional event… AFP is ready to focus your wants and needs into a plan to set those goals into motion.
With 28+ years of financial planning experience, we pride ourselves on creating opportunities while protecting what’s most important to you.