Financial Services

Our proactive approach covers all facets of personal finance and evolves with you and your family’s needs while creating a reasonable expectation about your ability to achieve your preferred lifestyle.

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Financial Planning

We offer project-based financial planning services focused on retirement planning goals. Our process includes directional guidance on savings strategies, education funding, retirement income planning, insurance needs, and estate planning.


Wealth management

The Wealth Management service is a personalized and proactive financial planning experience designed for individuals and families seeking to simplify their financial complexity and achieve their long-term goals.


Investment Management

We offer a collaborative investment process that is connected to our clients' financial planning and personal goals. We provide access to some of the best investment minds in the business and use a blend of passive and active investment strategies to create globally diversified, low-cost portfolios.

Our Process

Learn more about our process at Columbus Street Financial Planning. We are here to help you set up a successful roadmap.

1. Discovery

Through the data gathering process, we will begin to assess and understand your qualitative and quantitative circumstances. Inventorying, gathering and organizing all of your pertinent information will begin to provide you the immediate feeling that you are in control.

2. Goal Identification

Your goals are unique to you. We'll help you define your short and long-term goals and prioritize them. We will also discuss and understand any trade-offs you may be willing to make to reach your goals.

3. Analysis

Whether you are on track to achieve your goals or need to make adjustments, your planning analysis and our observations will let you know where you stand and any alternative measures you should consider to increase the probability of reaching your goals.

4. Recommendatiions

Together with you, we will assess and determine the best course of action based on your planning analysis and ability to reach or maintain your current goals.

5. Implementations

We will provide you with a clearly defined list of action items necessary in implementing modifications to your savings and budgeting, taxes, insurance coverages, estate documents, and investments.

6. Collaboration

We will collaborate with your other professional advisors to implement and make necessary changes to all facets of your financial life.

7. Monitoring

Life changes unexpectedly. We will assist you in monitoring and updating along the way to ensure you're on track to meet your goals.

About Columbus Street Financial Planning and Shawn Ballinger

Shawn Ballinger, CFP® is a fee-only financial planner helping families prepare for the cost of college and plan for retirement. We help clients achieve their financial goals and live life on their own terms. Columbus Street Financial Planning is located in Columbus, OH and serves clients throughout central Ohio and across the country.

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