A Plan For Your Finances that you can Understand

providing small business owners with virtual fee-only financial planning services in columbus, oh and nationwide

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

we also partner with individuals and families locally and virtually 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 Napier 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.

Book a financial Consultation with US

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.

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.