Alexander Financial Planning

Living your version
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.

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Protecting your assets

We ensure that the assets



you worked for are



supported
and safe.

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Providing for loved ones

We help make sure those



close to you
are part of



your
financial plan.

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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.

LEARN MORE

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.


GET STARTED


It all begins with

a conversation.



As your thinking partner, we will work with you to uncover what is important to you and begin your journey towards the life you are seeking.


LET'S CONNECT

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• SEPTEMBER
PROGRAM


Investing in the Current
Economic Environment

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

Our knowledge
is your power.

As true "life planning enthusiasts", we pride ourselves on sharing our insights
with the community at large.

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delivered straight to your inbox.

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At AFP, we help enrich your life story through thoughtful and effective financial life planning.







NEWS
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August 2019
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July 2019
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June 2019
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May 2019
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CONTACT US
1621 West 1st Ave
Columbus, Ohio 43212
1.614.538.1600

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All Rights Reserved.