One-time financial planning for Columbus families
A clear financial plan can bring confidence to even the most complex decisions.
Our one-time financial planning service is a flat-fee engagement designed for individuals and Ohio families who want expert guidance, a personalized financial roadmap, and actionable recommendations without committing to ongoing fees and investment management.
At Schuler Wealth Planning, we deliver comprehensive, project-based financial planning that helps you understand where you are, where you’re going, and exactly what steps to take next. You remain fully in control. We build the plan and you decide how and when to implement it.
As an independent fee-only fiduciary, our advice is objective, transparent, and always centered on your best interests.
What one-time financial planning includes
Your one-time financial plan brings your entire financial picture together. We start by understanding your goals, reviewing your current financial situation, and identifying the decisions that matter most right now.
Every plan includes in-depth analysis and recommendations for:
- Personal Cash Flow
- Budgeting
- Investments
- Retirement
- Tax Planning
- Insurance
- Estate Planning
The result is a comprehensive financial roadmap that’s clear, practical, and tailored specifically to you and your financial needs.
Who one-time financial planning is designed for
Project-based financial planning is a great fit for:
- Independent Investors
- Those who have the majority of their investments tied up in employer-sponsored retirement plans
- Those with STRS, OPERS, SERS and FERS pensions
- People looking for a roadmap without ongoing fees
- Ad-hoc financial planning
Whether you’re evaluating financial readiness for retirement, asset allocations, or personal cash flow, this service provides structure and confidence for you going forward.
How the process works
Our one-time financial planning process is straightforward and collaborative. Our three-step approach allows for us to best understand your financial situation and how we can best serve you.
Step 1 - Discovery
We learn about your goals, concerns, and priorities while gathering financial details.
Step 2 - Analysis & plan development
We evaluate your financial picture across retirement, taxes, investments, and risk planning.
Step 3 - Plan Presentation
You’ll receive a comprehensive financial plan tailored to your situation, with clear action steps you can put into place on your own timeline.
Many clients appreciate having a comprehensive financial plan created by a fiduciary fee-only advisor that they can return to as life evolves.
Flat-fee, transparent, fiduciary advice
Our project-based financial planning is offered for a flat, one-time fee.
There are no commissions, asset-based fees, or product incentives.
Because we are independent and fiduciary, our recommendations are based solely on what is best for you, not on selling investments or financial products. You pay for the plan, not the products
Frequently Asked Questions
Are Certified Financial Planners fiduciaries?
Yes. CERTIFIED FINANCIAL PLANNER® professionals are required to act in their clients’ best interests, providing objective advice and disclosing any conflicts. At Schuler Wealth Planning, we serve clients as independent fiduciaries.
How much do fiduciary financial advisors charge?
Most fiduciary advisors charge a fee based on the percentage of assets they manage for you. We choose to assess our fee based on the needs and complexity of each client. This approach better aligns us with our clients and removes many of the conflicts of interest common in our industry.
Can I update my plan later?
Yes. Life changes and your plan can too. Many clients return for an updated project-based financial plan as retirement approaches, after a major life event, or when new questions arise. There is no ongoing commitment, just support when you need it.
Where do your clients live?
We proudly serve individuals and families in Columbus, Powell, Dublin, Lewis Center, Delaware, Worthington, Westerville, Hilliard, and clients across Ohio and nationwide.
Ready to take the next step?
If you’re preparing for retirement, evaluating pension options, reviewing investments, or simply want clarity about your financial direction, we’re here to help.
