Savvy Outcomes

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial freedom? Do you want to have more time and freedom for the things you enjoy? Whatever your current situation, financial concerns have an impact on your life and relationships.

Financial Planning and Investment Advice in Tucson, Arizona, Dublin, Ohio, and Westlake, Ohio. Our comprehensive financial planning service delivers savings and peace of mind. We'll work with you on a comprehensive basis to guide you to financial freedom. During the initial year of our partnership we meet six to eight times to create and implement your financial plan.

Carol Friedhoff CFP(R), EA, MS, PMP is a fee-only financial planner and influential leader who has successfully managed many multi-million dollar endeavors.

With over 20 years of business experience and more than 15 years in financial services, Carol is an active member of numerous organizations including National Association of Personal Financial Advisors (NAPFA), Alliance of Comprehensive Planners (ACP), Financial Planning Association (FPA), and the National Speakers Association.

You likely have several financial planning pieces in place-you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life.

There are hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather any downswings. Given this complexity, many want professional investment advice. In a well-constructed portfolio, each investment should fulfill a specific function and should be appropriate for your unique situation.