About the Firm
Balance Life Planning was created to help mid-career individuals and families find balance between the financial and lifestyle needs of today, tomorrow, and legacy. Our approach combines the core tenets of financial planning:
- Investment Strategy
- Tax Planning
- Cash Flow/ Retirement Planning
- Insurance Analysis
- Estate Planning
Furthermore, we offer planning catered to families that have more complex compensation such as stock options, RSUs, Employee Stock Purchase Plans (ESPP), etc.
We utilize the latest technology available to deliver a seamless client experience that includes a planning portal, secure vault for planning documents, tax planning tools, and more.
Lastly, have you ever thought to yourself, “This should have been an email”? In our experience, financial planning can be a lot to absorb, especially if it’s new or a complex situation. With that in mind, we will record and securely send you a video detailing your plan and outlining solutions prior to meeting. In our experience, the ‘glaze over’ starts to happen pretty quickly in meetings, this allows the details to be consumed at your convenience. Once the video has been viewed, we will meet to discuss the details and provide next steps – maximizing the impact and understanding for all.
Meet the Advisor
I was born and raised in Canton, OH and relocated to the Cincinnati area to attend Xavier University. During that time, I met my wife, Erica, and we decided to settle in Villa Hills, KY. We have three beautiful daughters, Molly, Taylor, and Charlotte. We enjoy traveling, various sports, and dogs (we have three dogs Rev, Louis, and Teller).
I started in the Financial Service industry a large investment firm in 2011. During my nearly 10 years there, I worked my way up from customer service, through various trading positions, to a book of clients of over 900 high-net worth households that I assisted with planning and investing. In February of 2015, I earned my CFP® marks (CERTFIED FINANCIAL PLANNER™). September of 2020, I decided it was time for a change that offered a better life balance and client experience. I joined a smaller firm in Blue Ash, OH, as a Senior Advisor. During that time, I gained valuable experience working complex planning scenarios with high-net worth clients, managing day to day operations of the firm, and was closely connected to a first-class CPA firm. Of the thousands of clients I've had the privilege to serve, they all had ranging degrees of regret around their financial planning path. Most of which sounded like, "if I knew then what I knew now, I would...". I have designed Balance Life Planning to meet clients and families where they are earlier in life to create better financial outcomes.