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?

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.

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