Practical Financial Planning
Holistic, Fee-Only Financial & Tax Planning
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Services
Practical Financial Planning is your resource for comprehensive financial planning, providing independent guidance without financial product sales.
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Focus
We are relentlessly driven to answer one essential question: what is in the best interest of the client?
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Medical Professionals
Financial planning that effectively gets to the heart of your finances, with an endogenous approach that quickly identifies the plan that works best for you.
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Public Sector Professionals
We help you make the most of your unique benefits, for the low-stress retirement you deserve.
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Independent Professional Women
Increase your confidence in your ongoing financial independence with our focus on your unique needs.
"We have only one ambition: to be your trusted partner in creating financial confidence. Because the moment you stop worrying about money, life gets better."™
—Ken Robinson, JD, CFP®
Wealth Management
The Wealth Management Retainer provides the highest levels of individualized attention, with a special emphasis on tax efficiency and reliable cash flow.
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Standard Retainer
PFP's comprehensive service, providing a full financial plan, allowing clients as much time as needed to answer all their questions, the Standard Retainer provides ongoing guidance.
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Investment Project
A series of three meetings of 90 minutes each. Learn which investments to sell, which to buy, and the long-term approach you can use to keep your investments in their proper balance.
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Financial Fitness Review
A two-hour meeting providing customized recommendations on the client’s highest financial priorities. The Financial Fitness Review is your best introduction to Practical Financial Planning.
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Practical Financial Planning is all about holistic, no-commission financial planning. Our job is to help you improve your quality of life by helping you get and stay on track with your own financial goals. And this allows you to concentrate on other goals that are often more important. Because the moment you stop worrying about money, life gets better™.
For PFP Clients
Rocky River
Practical Financial Planning
20525 Center Ridge Road,
Suite 501
Rocky River, OH 44116
Phone: 216-688-3737
Fax: 216-688-1737
info@p-f-p.com
Chagrin Falls
Practical Financial Planning
547 East Washington Street
Chagrin Falls, OH 44022
Phone: 216-688-3737
Fax: 216-688-1737
info@p-f-p.com