Our Financial Planning Process
At Schuler Wealth Planning, we believe financial planning should feel clear, personalized, and actionable. Whether you’re looking for ongoing financial guidance or a one-time financial plan, our team works to simplify the process and help you move forward with confidence.
Traditional Financial Planning
Our ongoing financial planning services are designed for individuals and families looking for long-term guidance, investment management, and proactive support.
1. Free Introductory Meeting (30–45 Minutes)
We’ll get to know your financial situation, goals, and concerns while answering any questions you may have about our process.
You’ll also receive:
- An overview of our planning approach
- Examples of reports and recommendations
- A Scope of Services document with a flat fixed-fee quote
2. Collect & Analyze Information
If you decide to move forward, we’ll gather financial documents and evaluate your complete financial picture.
This phase includes:
- Financial analysis
- Identifying strengths and vulnerabilities
- Developing recommendations and action steps
- Scheduling your onboarding meetings
3. Onboarding Meetings
Meeting 1: Financial Analysis Review
We’ll review:
- Financial goals
- Net worth and cash flow
- Investments and asset allocation
- Tax reduction strategies
- Planning reports and account setup
Meeting 2: Implementation Planning
We’ll discuss:
- Investment recommendations
- Insurance and risk management
- Estate planning considerations
- Personalized action steps
4. Ongoing Financial Planning Services
Our long-term clients receive ongoing support, including:
- Investment management and rebalancing
- Retirement and tax planning
- IRA/Roth conversion reviews
- Progress monitoring and plan updates
- Annual planning meetings
- Unlimited phone, email, and in-person support
One-Time Financial Plans
For clients looking for professional financial guidance without ongoing management, we also offer one-time financial plans.
Free Introductory Meeting
We’ll discuss your goals, financial concerns, and what to expect throughout the planning process. You’ll receive a flat fee quote based on your needs.
Collect & Analyze Information
We’ll gather the necessary documents, review your financial picture, and develop recommendations tailored to your goals.
Analysis Meeting
We’ll present your personalized financial plan, including:
- Financial goals and cash flow analysis
- Investment and retirement recommendations
- Tax planning opportunities
- Insurance and estate planning considerations
- Clear action steps
Implement on Your Timeline
After the meeting, you’ll receive detailed reports, recommendations, and action items that you can implement on your own timeline.
Work With a Columbus Financial Planner
At Schuler Wealth Planning, our goal is to provide personalized financial planning that helps you feel informed, prepared, and confident about your future.
Ready to get started?
