A Plan For Your Finances that you can Understand
providing you with fee-only financial planning services in columbus, oh and virtually
What Else Gets Delivered?
-
MWP acts as your trusted CFO, on-call for questions that arise
-
MWP helps you increase your bottom line & net worth
-
MWP monitors financial health to inform future decisions
Goals & Objectives Setting
-
Identify and refine your mission, vision, and values
-
Define your role within the business
-
Uncover obstacles that hinder success and profitability
Business Financials & Cashflow
-
Dive into your financials and understand what they mean
-
Establish optimal investments for your business
-
Build an action plan and stay accountable with us as CFO
Protections & Succession
-
Analyze existing protection policies for effectiveness
-
Integrate required and necessary programs (workers comp, etc.)
-
Document succession plan with clear steps to execute
Tax Efficiency Planning
-
Evaluate entity type for tax efficiency purposes
-
Assess current deductions and maximize opportunities
-
Create an ideal compensation structure for you and your employees
.png)
we partner with you and your family to develop:
Cashflow Planning
Goal Planning & Coaching
Investment consulting and management
Debt Management and Payoff Consulting
Benefits Optimization
Employer Retirement Plans (401k, 457, 403b)
Review of Insurance Protections
College and Education Planning
Retirement Planning
Tax-Efficiency Planning
Wealth Transfer Planning
Small Business Consulting
Meet the Team
Maddi Keegan has a passion for leading people to conquer obstacles standing in their way. She believes that financial planning should be accessible and empowering.
With 10+ years of experience in financial services, Maddi can help create a plan for your finances you actually understand.
Sydney Harris believes in giving people the space to cast vision and dream about accomplishing financial feats they never thought they could.
She believes the principles and fundamentals of financial planning are not only a catalyst for a life of peace and freedom to focus on the things you love most today but also the foundation of the legacy you leave for future generations tomorrow.
At Minerva Wealth Planning, we know the hardest part is getting started. That's why we make it easy for you.
We take the time to get to know you, your goals, and your relationship with money first.
Build a custom Plan
FOr your finances
Your plan is uniquely designed and in a way that you can understand and implement it.
Confidently live
the life you want
Have the steps and accountability you need to make your dream life happen.
Not sure if you're ready for a consult yet?
At Minerva Wealth Planning, we know that you want to be a financially responsible individual. In order to do that, you need a plan for your finances that you can understand. Our virtual financial planning services are fee-only in order to serve you most efficiently.
We understand that the biggest hurdle to having a plan for your finances is getting started, which is why our professional experience of helping others conquer personal obstacles paired with over a decade in financial services is so beneficial to the people we serve. In Columbus, OH and nationwide, our fiduciary services will guide you through the process.
GET IN TOUCH
614.266.9809
QUICK LINKS
DISCLOSURES
Minerva Wealth Planning LLC (“MWP”) is a registered investment advisor offering advisory services in the State(s) of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of MWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
