Gianola Financial Planning

A goal without a plan is just a wish.

Financial planner in Worthington, OH (show on map)

Fee-only financial planners offering comprehensive, fiduciary-based financial planning for middle-income individuals and families.

Call (614) 340-0770

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About

Gianola Financial Planning LLC is a fee-only financial planning firm registered in Ohio and Florida, serving middle-income clients with fiduciary standards, comprehensive financial planning, investment management, insurance review, estate planning, tax planning, and retirement planning. The firm emphasizes client education and flexible, dynamic financial plans that adapt to life's changes.

Fee-only financial planners

Fiduciary standards

Comprehensive, ongoing financial planning

Client education and personalized recommendations

Services

Financial Jump Start

A one-time, two-and-a-half hour planning session answering top three burning financial questions, not a comprehensive plan.

Specific written recommendations and analysis Follow-up by telephone or email for 30 days after the meeting

Retainer Financial Planning

Comprehensive financial planning with ongoing implementation, including financial planning, cash flow projection, investment management, insurance review, estate planning, tax planning, and tax preparation.

Three annual meetings: tax time, summer investment review, fall tax planning Unlimited email and phone access throughout the year Personalized financial plan aligned with client goals and vision