Fields Financial Planning was born out of the desire to find a BETTER way to help clients manage their financial lives. Our proprietary process integrates wealth management with risk and debt management, as well as income and tax planning, for successful families, professionals, and business owners.
Our objective is to assist you in organizing all the pieces of your financial situation into a clear and understandable plan. Each plan is unique and many of our services may not be necessary at this time. As your life unfolds and your needs evolve, our process, The Fireside FORMula, is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
Our objective is to assist you in organizing all the pieces of your financial situation into a clear and understandable plan. Each plan is unique and many of our services may not be necessary at this time. As your life unfolds and your needs evolve, our process, The Fireside FORMula, is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
Services
Our Team specializes in meeting the needs of successful families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy. Kevin is the founder of Fields Financial Planning, an independent, family-owned firm located in Westerville, Ohio.
At Fields Financial Planning, we offer panoramic financial planning in the context of a long-term partnership with you through our proprietary process, The Fireside FORMula. To maintain a successful working relationship, one where we can help you pursue your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.
USA Financial serves as the central support system to its independent financial advisors. By providing guidance, solutions, and an infrastructure, USA Financial remains singularly focused on helping their advisors by bringing a comprehensive team approach to the unique goals and needs of each individual client.
Fields Financial Planning is proud to be associated with The Financial Awareness Foundation, a 501(c)(3) nonprofit organization dedicated to significantly improving financial awareness and financial literacy. The Foundation serves as a nonpolitical "financial awareness advocate" for the general public, the financial service and nonprofit professional and their organizations, educational institutions, employers, and municipalities.
Whether it's keeping up with emerging trends or discussing essential retirement and estate planning topics, we are dedicated to providing sound financial information to our clients and the public. Along the way, we like to have some fun too. If any of the events below look interesting, please give us a call or register through our site.
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