How long have you been practicing?

I have been a Certified Financial Planner® since 2003 and working in the industry since 1998.

Are you taking new clients and if so, what type of clients?

Yes. My typical new client is over age 50 and seeking to confirm their financial plan or create a financial plan to guide them to and through retirement.

Do I have to be in your area or can you work with me remotely?

You do not need to live in Columbus, Ohio to work with me. In fact, I have clients throughout Ohio, in Florida, Tennessee, Virginia and Illinois (to name a few states). I work with clients outside of Columbus virtually using Microsoft Teams or Zoom. I meet with clients who are local at my office at Easton. Although, some clients who are local prefer to meet virtually and that is okay with me!

Is there a minimum amount of money I have to have to work with you?

No.

Are you a fiduciary?

Yes. As a CFP^® professional, I must act as a fiduciary, and therefore, in the best interest of my clients at all times when providing Financial Advice. Per the CFP Board’s Fiduciary Duty, I am required to place the interests of my clients above my own interests, fully disclose any conflicts of interest and to act in the best interests of my clients at all times.

Where is my money held if I work with you?

I work with LPL Enterprise as my investment custodian and broker dealer.

How much does it cost to work with you?

I charge clients either a financial planning fee or asset under management fee.

Can I schedule a meeting with you to discuss at no cost?

Yes, absolutely! Feel free to email me at amy.kelly@prudential.com