At Pay It Forward Financial Planning, we specialize in financial planning for non-profit employees, charitable-minded professionals, and community-focused individuals in Columbus, OH, and throughout Ohio.
You’re dedicated to making a difference in your community. Let us help you make the most of your finances so you can continue to make an impact.
purpose-driven planning for purpose-driven lives
We might be a great fit for…
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The nonprofit professional
You’ve built a career serving others - but balancing your work and your personal finances is a challenge.
You want a professional to help ensure:
1) You are making the most of your salary
2) Your managing student loan forgiveness
3) Your savings and investments are on track to provide a fulfilling retirement
4) You are taking advantage of all available tax strategies
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The Juggler
You’re a working professional trying to balance a family and your career.
You want help:
1) Organizing your household finances through a unified financial plan
2) Creating a clear roadmap for retirement that will allow you to give back to your community and spending time with family
3) Balancing saving for tomorrow while also enjoying life today
4) Ensuring your family is taken care of, both now and in the future
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The generous giver
You’ve worked hard and enjoy giving back. You want to see your wealth make an impact on others.
You have questions regarding:
1) How much can I afford to donate to important causes without jeopardizing my own financial future?
2) What is the best giving strategy to maximize the impact for non-profits and provide me the greatest tax benefit?
3) Does my charitable giving continue after my lifetime?
Becoming a client of pay it forward financial planning
1) The Explore Meeting
This meeting is all about you! We’ll discuss where you are and where you want to go. At the end of our one-hour meeting we will talk next steps and how you can become a client!
2) Let’s get started!
We will celebrate you becoming the next client of Pay It Forward Financial Planning!
We will also get you setup with our firm’s software and begin to transfer your investment accounts.
3) Kickoff Meeting
We start by crafting your own Statement of Financial Purpose, which will act as our compass when making future financial decisions.
Your purpose brings meaning to your financials.
4) Initial Planning
This is a series of 30-minute meetings where we review all components of your personal finances.
Our structured onboarding is designed to be thorough without being overwhelming.
5) Review and take action
This last stage is where we will have a comprehensive snapshot of your finances.
We’ll create a roadmap to address your most pressing painpoints and goals.
About Us
Pay It Forward Financial Planning is focused on bringing financial peace of mind to those that dedicate their lives to bettering our communities. As your financial planner, we will ensure that we are working with you to align your finances with what is truly important to you.
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