At Pay It Forward Financial Planning, we specialize in providing financial planning for non-profit employees, charitable-minded professionals, and community-focused individuals in Columbus, OH and throughout the state of Ohio. Our goal is to help you align your wealth with your values - so you can give generously, live intentionally, and chart your path towards financial security.

purpose-driven planning for purpose-driven lives

Couple using a laptop in a kitchen with papers and a cup on the countertop.
Document icon with checkmarks and lines, green background

→ Get Organized

Icon of a dollar sign with an upward arrow, indicating financial growth.

→ Maximize the present

Illustration of a hand holding two green dollar bills

→ Plan for tomorrow

Person using a laptop at a wooden table indoors.
Abstract image of green arrows overlapping in various directions, symbolizing movement or progression.

Are you feeling a lack of confidence?

You want to better understand your current financial situation

  • It's difficult to know how to invest your money

  • Taxes are a source of confusion and frustration

  • You are unsure your loved ones are protected

Providing organization to your finances.

  • Regular Communication and Check-ins

    We meet with clients throughout the year to ensure time sensitive goals are being track, and ultimately achieved.  In addition, there is regularly scheduled check-ins to address any issues or life events since our last meeting.  The meetings and check-ins lead clients to feel confident with their finances.

  • Icon of an envelope with the word 'TAX' on a blue circular background.

    Managing Investments and Taxes

    We make sure that your investments are tailored towards your goals and are going to work for you.  We also are a tax-focused firm, making sure any financial decision is a tax-efficient strategy for you and your family.

  • Peace of Mind

    Our firm works with insurance agents and estate attorneys to ensure your affairs are in order should life take an unexpected twist.  We cannot control the future, but we can ensure our loved ones are protected. 

Get Started

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.

Two business professionals giving a high-five at a desk with documents and a laptop, in a bright office setting with brick walls and plants.

why
trust us?

0

Years
Experience

0

Professional Credentials

connect with us: