Fee-Only Financial Services

As an independent Investment Advisor Firm, Milestones Financial Planning offers comprehensive fee-only financial planning and advice, including customized solutions and services that address each client’s unique needs. Fee-Only financial planning means not only that we sell no 'commission-based' products (including annuities and life insurance), but that we accept no referral fees and have no financial ties with mutual fund families, ensuring that your plan is serving your own best interests. Whether you come to us as an investment client or want to develop a financial plan to use as your roadmap, we'll work with you to address your unique financial life planning needs. We monitor the progress of all financial planning clients, and we adjust your plan as needed to work toward your financial success.

The Value of a Registered Life Planner

As one of a few Registered Life Planners in the United States, Johanna has trained under the founder of the life planning movement, George Kinder, to help clients integrate 'money and meaning'. We begin the planning process by taking a step back from your money using four to six structured meetings that focus on how you want to live your ideal life. In these meetings, we use a series of questions that encourage you to explore your hopes, dreams, and longings. Each partner has their own set of questions when a couple comes for planning. Using George Kinder’s E.V.O.K.E. method, we craft a personal mission statement that embodies the essence of why you believe you were put on this earth. Because the most important dreams we have are not always about the money, taking this step back helps you focus on the priorities that will give you the energy to enthusiastically use your resources in a way that will increase the chances of your plan’s success. Learn more about Financial Life Planning done by a Registered Life Planner at the Kinder Institute website.

Our Financial Services Offerings

Financial Planning Services for Individuals and Families

• Comprehensive Financial Life Planning
• Investment Analysis and Advice
• Fee-Only Investment Management
• Retirement Planning and IRA Rollovers
• Portfolio Management (including 401K)
• Company Retirement Plan Management
• Estate Planning
• Income, Life Insurance, and LTC Insurance Advice

Financial Planning Services for Businesses 

• Buy/Sell and Succession Planning
• Corporate Benefits Consulting
• Family Business Consulting
• Insurance Options and Coordination