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.
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.
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.
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.
Learn more about our process at Columbus Street Financial Planning. We are here to help you set up a successful roadmap.
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.
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.
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.
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.
We will collaborate with your other professional advisors to implement and make necessary changes to all facets of your financial life.
Life changes unexpectedly. We will assist you in monitoring and updating along the way to ensure you're on track to meet your goals.
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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