Helping Medical Professionals and Educators
At Milestones Financial Planning, we have developed a niche business serving medical professionals and educators:
Medical Professionals because, as more and more physicians struggle to survive the cuts of Obamacare and intrusive regulations, they find their 401k’s just aren’t enough for retirement security. Unfortunately, specific knowledge of and help for this profession can be difficult to find and/or involve a “cookie cutter” approach. Our solutions go beyond the 401k plan and help medical professionals devise a unique strategy to ensure they maintain their standard of living through 30 years of retirement.
- Educators because Michelle and I both fondly remember special teachers who went above and beyond for us. Like medical professionals, educators are an under-served class, depending upon a complicated and broken retirement system. We enjoy using our knowledge and skills to give back that encouragement so that educators can have a secure retirement that doesn’t depend solely upon their state pensions.
Helping You Achieve Fiscal Fitness
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 and 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 2009 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 passed both her CPA exam (1979) and CERTIFIED FINANCIAL PLANNER™ exams (2006) in her first sittings, and she is among only 23% of CFP®
professionals who are women. She is a member of NAPFA
, the Financial Planning Association
, and the Kentucky Society of CPAs.
She opened the doors to Milestones Financial Planning, LLC on August 1, 2008 and is one of only two Registered Life Planners (RLP®
) in Kentucky and Tennessee. You can learn more about Financial Planning
done by a Registered Life Planner
at the Kinder Institute website.
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; past councilwoman for the city of 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™.
Michelle, a California native, relocated to Kentucky in 2006 with her family after her husband, Thom, retired from the United States Navy. She lives in Graves County with Thom and their young daughter, Sara. Michelle is a board member of the Graves County Soccer Association
; and volunteer at Sedalia Elementary, and an active member of Seven Oaks church of Christ
and Paducah-River City Business & Professional Women.