Launch your financial success
fee-only financial planning designed for Millennials
One-time flat fee with $0 ongoing costs
1-on-1 financial advice plus plan implementation
Fast track to financial clarity in 3-6 months
Financial education that won’t overwhelm you
Become
moneyfluent
We deliver a financial planning experience that empowers you.
Our moneyfluent approach teaches you the essential tools and knowledge for lasting financial success, so that you learn to confidently make financial decisions.
You’ll receive a personalized comprehensive plan from a CFP® Professional, but we don’t stop there. We ensure your plan gets launched and implemented.
We’ll cruise through a strategic action plan, together.
Moneyfluent is an AAPI woman-owned virtual financial planning firm located in Columbus, OH. We serve clients locally and nationwide.
We are fee-only, advice-only, and committed to our fiduciary duty.
-
Fee-only is a transparent compensation model that ensures you receive unbiased, objective advice.
We do not receive commissions, referral fees, kickbacks, or any other hidden form of compensation. We are compensated solely by our clients.
As a fee-only firm, our compensation structure is aligned with our fiduciary duty to always act in your best interests.
-
Advice-only means we provide advice without directly managing client investments. Our services include advising on investments, regardless of where they are held, and we never ask for access to them.
Our focus is on offering guidance and recommendations that help you make informed financial decisions.
-
CFP® stands for CERTIFIED FINANCIAL PLANNER™. To obtain the CFP® designation, professionals must meet rigorous standards by fulfilling comprehensive educational, examination, experience, and ethics requirements.
A CFP® Professional is legally and ethically bound to act as a fiduciary, providing advice in their client’s best interests at all times. Although it is reasonable to expect a financial advisor to prioritize clients’ best interests, the reality is that the fiduciary standard is only upheld by a subset of professionals under the very broad ‘financial advisor’ umbrella.
You can learn more here.
Who we serve
-
elder millennials
Take advantage of your prime wealth accumulation years by creating a workable plan that delivers future security and space for enjoying life today.
-
couples combining finances
Forge a solid foundation for your newlywed or committed partnership. Blend your goals, merge cash flow, and optimize investment and tax strategies.
-
young families
Nurture your household’s finances with a cohesive plan for retirement, education costs, and all of your family’s unique needs.
-
recent grads & career starters
Start your professional life on the right foot. Discover strategies for saving, credit building, debt repayment, and selecting employer benefits.
-
1st & 2nd gen americans
Build generational wealth starting now. Find balance in prioritizing your financial wellness, securing a safety net, and supporting family.
We advocate for equitable access to financial advice with FREE 1-on-1 financial coaching services.
