FAQs
What is a fee-only financial planner?
A fee-only financial planner gets paid only by the fees you pay for their services. This means no commissions from selling products, so the advice you get is always in your best interest. It’s all about transparency and trust.
Who do you work with?
We specialize in helping professionals in leadership roles who want to simplify their finances and align them with their personal and professional goals.
How can you help me with my financial goals?
I offer personalized financial planning that fits your unique needs and goals. This includes budgeting, managing debt, investment strategies, retirement planning, and more. Together, we’ll craft a plan that aligns with your values and brings you peace of mind.
What makes your approach different?
I grew up in a hardworking family and know firsthand the importance of financial security and balance. My approach is holistic, focusing on your overall well-being, not just the numbers. I aim to simplify financial concepts and make them accessible, so you feel empowered and confident in your decisions.
How do I get started?
Getting started is easy! Schedule a free initial consultation where we’ll discuss your financial situation, goals, and how I can help. This no-obligation session is to see if we’re a good fit for each other.
What can I expect during our first meeting?
In our first meeting, we’ll get to know each other better. I’ll ask about your financial goals, challenges, and what you hope to achieve. This helps me understand your unique situation and how I can best assist you. We’ll also go over my services and answer any questions you might have.
What are your fees?
My fees depend on the complexity of your financial situation and the services provided. As a fee-only planner, my pricing is transparent and straightforward with no hidden costs or commissions. You can find fee details on our Services & Pricing page.
Can I work with you if I’m not in Columbus?
I work with clients nationwide!
Do you offer virtual consultations?
Yes! I know busy schedules can make in-person meetings tough. I offer virtual consultations so you can discuss your financial plans from the comfort of your home or office.
How often will we meet?
The frequency of our meetings depends on your needs and preferences. Some clients prefer semi-annual meetings, while others may need more frequent meetings, especially at the beginning. We’ll customize a schedule that works best for you.
What if I have more questions or need ongoing support?
I’m here for you! My goal is to be your trusted financial partner. Whether you have a quick question or need ongoing support, you can reach out to me anytime. I’m committed to helping you navigate your financial journey with confidence.
What services do you provide for women in law or high-stress careers?
I offer tailored financial planning that addresses the unique challenges faced by professional women, like balancing career and personal life, managing compensation, and planning for career transitions or retirement. We’ll work together to create a strategy that aligns with your professional goals and personal aspirations.
How do you help women planning for retirement?
For women approaching retirement, I provide comprehensive retirement planning services. This includes creating a retirement savings strategy, managing investments, and ensuring you can maintain your desired lifestyle in retirement. We’ll also discuss healthcare and long-term care planning to make sure you’re fully prepared.
Can you help with estate planning?
Absolutely. Estate planning is a crucial part of your financial plan. I can help you create a will, set up trusts, and make sure your assets are distributed according to your wishes. This planning also includes strategies to minimize estate taxes and provide for your loved ones in the future. (This planning process should not be a substitute for consulting with an estate attorney)
What support do you offer for women experiencing major life changes?
I provide specialized services for women going through significant life events like divorce, widowhood, or career changes. These services include financial reorganization, investment management, and creating a new financial strategy that supports your changing circumstances.
How do you ensure your advice is unbiased?
As a fee-only financial planner, my compensation comes solely from the fees you pay for my services. This model minimizes conflicts of interest, ensuring that my advice is always unbiased and in your best interest. My commitment is to provide transparent, trustworthy advice that helps you achieve your financial goals.
services can transform your entrepreneurial journey and personal life.
complimentary consultation
Freedom Awaits
personalized financial services can transform
your entrepreneurial journey and personal life.
CONTACT
Melody Brady, MBA, CFP®, ChFC®
melody@beechmontfinancial.com
(614) 547-3707
