Milestones Financial Planning, LLC
Milestones Financial Planning is a full-service financial planning and investment management firm specializing in medical professionals and educators. We are based in Mayfield, Kentucky and serve clients throughout the United States. Taking a holistic approach to financial planning, we combine more than 30 years of CPA experience with the unique methodology of Financial Life Planning to deliver personal, ethical, fee-only financial services to businesses and individuals nationwide. Regardless of your location or your level of knowledge in the area of investments or financial planning, we're here to help you navigate your finances and guide you in the direction of your life’s goals.
Are YOU fiscally fit?
To achieve fitness in any area, you need to know your goals, create a plan to achieve them and, most importantly, stick to your plan.
At Milestones Financial Planning, we help every one of our clients do just that. By helping each client create a personal financial plan based upon their unique values and objectives, by leveraging the latest and most appropriate technology, and by focusing on building strong personal relationships, we deliver the tools you need to achieve fiscal fitness. As an integral part of our planning process, we will walk you through a series of exercises to help understand the direction you want to take in your life and develop a realistic, achievable, and meaningful financial life plan. Clients who have gone through this process describe it as profoundly life-changing and say they are much better equipped to plan for the future and to stick to their plan.
Your hopes, your dreams, and your fears are important to us, and we will always respect your privacy. From investments to budgeting, cash, investment supervision, and college, retirement, and estate planning, we are passionate about what we do and sincerely believe that this is our God-given purpose in life.
Contact us to today at 270-247-0555
to schedule a no-cost introduction to our firm and our services. By offering the combination of Financial Life Planning,
our deep experience in investments
and financial planning
, and our roots in public accounting -- including close ties with our sister firm Fox & Company CPAs, Inc.
-- we can help you become fiscally fit and achieve true financial peace.
We offer hourly rates