about johanna
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 being a cpa has been a dream career... As a CPA, Certified Financial Planner (CFP®) and Registered Life Planner (RLP®), 30 years in business has taught me that clients come in all shapes, sizes - and personalities! While I've learned that I can't please everyone, our Johanna Fox, CPA team works hard to be a responsive, well-informed, caring firm. We have a fresh approach that delights clients who value such things. Bottom line: we are not the typical CPA firm.
...but that wasn't my first job... I started working in our family's business when I was 12 and it helped to shape my work ethic and understanding of what it takes to run a business. I believe I have been successful because I take the time to LISTEN to my clients' stories. Our talks help me to learn and understand what clients really need from me. I enjoy finding creative ways to help my clients to be successful - financially and personally. I try hard to be a caring advisor who gives my clients experienced, unbiased investment advice. My clients' trust means a lot to me - I always have time to answer questions, explain an investment statement - or just LISTEN! ...AND it hasn't been the last.
I became a CFP® because I was tired of referring clients to other investment advisors who didn't seem to have the time, education, or interest to do the work I felt my clients deserved. Plus, combining a CFP® with a CPA license just made good sense. Along with years of income tax experience, I now offer clients investment knowledge and advice on estate, retirement, education, and insurance planning. So, in 2007, Milestones Financial Planning was born. Download our firm brochure here. we do financial planning a little differently here... We go through a series of exercises with you to help determine the direction you want to take in your life. This helps us develop a more realistic, achievable, meaningful financial plan. Clients who have gone through the process describe it as “profoundly life-changing” and say they are much better equipped to plan for the future - and then stick to their plan. Here is a Torch Statement for some recent clients (identifying details have been changed). The Torch Statement is similar to a personal mission statement. We build the financial plan around the elements of this statement.
in case you were wondering...
 Milestones Financial Planning, LLC is an Investment Advisory firm registered under the laws of the Kentucky Department of Financial Institutions. My title is Investment Advisory Representative (IAR). You can download a copy of my firm's current form ADV, Part II here. As a Fee-Only Investment Advisor, I am a member of NAPFA, the National Association of Personal Financial Advisors. This membership means a lot to my business. It says that I provide independent financial advice that’s not clouded by compensation based on the purchase or sale of a financial product. To put it simply, Fee-Only means that I get no income by selling or recommending anything to my clients. I'm also a member of the Financial Planning Association, which provides great education tools and advocates for the financial planning profession. In general, I use no-load mutual funds for my clients' portfolios, although their financial life plans may include life insurance, bonds, annuities, and other products that they can purchase from third parties. I use Scottrade and E*TRADE as custodians for client funds.if you'd like to know more... My resume' has information about previous experience, family, community activities, etc. Milestones Financial Planning, LLC is registered as an Investment Advisory firm under the laws of the state of Kentucky.
 Milestones Financial Planning, LLC
907 Paris Road, Suite B Mayfield, KY 42066
270/247.0555
FAX 270/247.2080
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©2010 Milestones Financial Planning, LLC. All rights reserved. |
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