top of page
Take Our Quiz & Get a Personalized Video from Maddi with some Feedback about Your Financial Situation
What is your estimated annual household income?
How much do you have in liquid savings (cash, checking accounts & savings accounts)?
How much total credit card debt do you have?
Does your employer offer you a retirement plan in which you can contribute?
Do you have other retirement investment accounts such as Individual Retirement Accounts (IRA) or Roth IRAs?
What are your average required living expenses each month?

Thank you for submitting! You should receive your video within one business week.

About Minerva Wealth

We provide financial planning services that are fee-only and virtual to the community in Columbus, OH. Our goal is to provide services that are easy to understand, and meet your needs. Our services are never one-size-fits-all, but rather, customized to your unique situation and goals. Get it touch today!

bottom of page