As your thinking partner,
we help our clients identify
and realize their financial goals...
getting them from where they are today,
to a more secure and possibility-filled future.
We're ready when you are.
of your best life.
Financial life planning is about discovering, planning,
and living your life story.
We work with you to understand your money mindset,
identifying what you value most in life
so your life story meshes with your financial plan.
Protecting your assets
We ensure that the assets
you worked for are
Providing for loved ones
We help make sure those
close to you
are part of
Planning for the future
We offer strategies that
plan for today, tomorrow
and into the future.
Let Alexander Financial Planning
help enrich your life story.
A fresh take on
financial life planning.
Many fee-only advisors approach personal 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.
Our unique approach flips the script and places your story at the forefront, allowing us to build a customized plan with your goals and aspirations as our guide.
This game-changing strategy has helped our clients unleash long-simmering dreams, guided them through pivotal points in their lives with transitional planning, and empowered them to navigate the day-to-day changes with greater ease and confidence.
Let's make a plan together.
Investing in the Current
Join us Thursday, September 26th for a program delving into the current economic environment and how this backdrop impacts investment conditions. Presenter Matt Lord provides insight into navigating risk in today’s economy.
Matt represents JPMorgan’s research and resources in the Midwest and partners closely with Institutional Investment Advisors. He has been with JPMorgan for 9 years in various roles between Columbus and Chicago. He is a Certified Investment Management Analyst (CIMA) and a member of the Investments and Wealth Institute.
Don't miss this unique and insightful program!
EVENT & RSVP DETAILS