Financial Planning
Most people know they need a financial plan. Few have one that actually works — one that coordinates their investments, taxes, insurance, estate, and cash flow into a single, cohesive strategy built around their specific life.
That’s exactly what Blue Advisors delivers. As a fee-only, fiduciary CFP® practice with 20+ years of experience, Blue Advisors builds personalized financial plans for busy professionals and retirees in Columbus, Ohio and across the United States — with complete transparency, zero conflicts of interest, and one advisor personally accountable to your plan from day one.
What’s Included
- Comprehensive financial review — a complete assessment of where you stand today
- Retirement planning and long-term projections tailored to your goals and timeline
- Tax planning, strategy, and coordination with your CPA or tax advisor
- Investment review and allocation guidance aligned with your risk tolerance and plan
- Risk management and insurance gap analysis
- Estate planning and trust coordination
- Employee benefit and equity compensation optimization
- Education funding strategy
- A detailed, easy-to-understand written financial plan
- Ongoing plan monitoring and updates as your life and goals change
A one-time financial plan starts at $2,000. Hourly financial planning is available at $200/hour. Pricing is transparent, disclosed upfront, and never tied to products or commissions.
Most clients complete their initial plan within 4–6 weeks of the first meeting. The timeline depends on the complexity of your financial situation and how quickly documents can be gathered.
No. Blue Advisors serves clients throughout the United States via secure virtual meetings. Local Columbus and Central Ohio clients are welcome to meet in person.