When It’s Time to Celebrate, It’s Time to Plan

We help middle-income individuals, couples and families prepare for their financial futures at peak life moments.

Explore How We Can Help
Our Process

Our Process

We create strategies tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Our Mission

Our Mission

It's all about you.  How are we different?

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How we help

How we help

Flexible planning and advice with transparent fees.

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Enjoy The Things That Matter

If you are...

GRADUATING

GETTING MARRIED

HAVING CHILDREN

STARTING A NEW JOB

BUYING A HOME

RETIRING

...now’s the time to set yourself up for future financial contentment and stability.

Let's Create Your Financial Plan
Working with us is right for you if…

Working with us is right for you if…

You want to get rid of financial stress.
And find a sense of freedom as you embrace a new life chapter.

You have a down-to-earth middle income mentality.
You know the value of a dollar. You’re more focused on achieving independence than the latest new shiny car.

You’re looking for sensible guidance from a smart, approachable person.
Not a stodgy “wealth manager” dressed to impress in a stiff suit.

You only want to pay for advice in a way that makes sense to you.
The idea of being “sold” products with hidden charges or commission products bothers you.


Hi, I’m John,

Hi, I’m John,

I bring over 30 years of experience in institutional finance, where I gained a breadth of knowledge I now apply to help people with their personal finances.

I’m here to serve middle-income people through easy-to-understand language, a fiduciary commitment to your goals (not a company’s goals), and a fun, gratifying process.”


Removing Money Uncertainty, So You Can Be Present for Your Life's Greatest Moments

Removing Money Uncertainty, So You Can Be Present for Your Life's Greatest Moments

Meet Our Team

John Kahle

John Kahle

Principal, CERTIFIED FINANCIAL PLANNERâ„¢

513-549-4544

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