Columbus Street Financial Planning

Columbus Street Financial Planning is an independent, flat, and fee-only fiduciary institution located at 565 Metro Place South in Dublin, Ohio, United States. We are radically transparent in our approach, ensuring that your interests are always our top priority. We do not accept commissions or compensation from any source other than our clients, so you can trust that we are working solely for your benefit.

At Columbus Street Financial Planning, we offer complete transparency in every service we provide. Our goal is to help you focus on your dreams, not decimals, by offering personalized financial planning that is tailored to your unique circumstances. We are not owned by a bank, insurance company, or brokerage firm, so the only person we answer to is you.

Our process begins with a thorough data gathering process to assess and understand both your qualitative and quantitative circumstances. We will work with you to determine if you are on track to achieve your goals, and if adjustments are needed, we will provide you with a clear list of action items to implement modifications to your financial plan.

Whether you need help with savings, budgeting, taxes, insurance, estate planning, or investments, Columbus Street Financial Planning is here to assist you. We will collaborate with your other professional advisors to ensure that all facets of your financial life are in alignment with your goals.

Life changes unexpectedly, and we will be there to help you monitor and update your financial plan along the way. Our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to delivering objective advice through a transparent, fee-only compensation model. No matter your level of complexity, Columbus Street Financial Planning is here to help you achieve your financial goals.