Full-Circle Financial Planning

Yes, it's true: Milestones Financial Planning is the sister firm of Fox & Company CPAs, Inc., (formerly Johanna Fox CPA), the home of the "Rapping CPAs"! But we're so much more! We're committed to sharing our financial knowledge and skills with our clients and the community at large. In addition to serving as a one-stop shop for financial planning to our clients in Kentucky and beyond, we believe in getting the word out about how you can live a richer, fuller life using Financial Life Planning.

In 2006, after over 25 years of owning her own CPA firm, Johanna became a CERTIFIED FINANCIAL PLANNER™. Why? As a CPA, Johanna witnessed first hand that her clients needed a deeper, more personal level of financial planning and investment advice. In 2009, she took this goal another step further and became a Registered Life Planner™. Johanna has been the financial planning columnist for the Four Rivers Business Journal since its inception, providing monthly articles on various topics. Working with Johanna is Michelle Neiswender, an integral part of the business since 2006 who now serves not only as Milestones' office manager, but also as an apprentice financial planner. Together, Johanna and Michelle strive to help every Milestones client develop a sound financial plan based upon their most essential life goals.

Johanna Fox Turner, CPA, CFP®, RLP®

Johanna started working in her family's printing business at the age of 12 -- an experience that played a key role in shaping her work ethic and understanding of what it takes to run a business built on client relationships. After working as a highly successful CPA for more than 30 years, she expanded into investment management and financial services to give clients an option for competent, ethical financial planning services. 

Johanna has two married sons and two beloved grandchildren. She lives in Mayfield, KY with her husband, Bob, where they are active members of His House Ministries. Johanna is a past chair of the Graves County Republican Party, a member of the recently formed Toastmasters charter group; past city councilwoman for Mayfield; former trustee at Mid-Continent University; an active member and past president of the Mayfield/Graves County Chamber of Commerce, and an active member of the Murray/Calloway County Chamber of Commerce.

For further details on Johanna's background and credentials, view her complete resume or visit her profile at http://www.linkedin.com/in/jfoxcpa.

Michelle Neiswender, MBA

Michelle comes to the world of fee‐only financial planning with a background in accounting, logistics, and office management. She is passionate about helping clients create a sustainable financial future and is currently completing a three-year apprenticeship to become a CERTIFIED FINANCIAL PLANNER™.