Practical Financial Planning is your resource for comprehensive financial planning, providing independent guidance without financial product sales.
We are relentlessly driven to answer one essential question: what is in the best interest of the client?
Financial planning that effectively gets to the heart of your finances, with an endogenous approach that quickly identifies the plan that works best for you.
We help you make the most of your unique benefits, for the low-stress retirement you deserve.
"We have only one ambition: to be your trusted partner in creating financial confidence. Because the moment you stop worrying about money, life gets better."™
—Ken Robinson, JD, CFP®
The Wealth Management Retainer provides the highest levels of individualized attention, with a special emphasis on tax efficiency and reliable cash flow.
PFP's comprehensive service, providing a full financial plan, allowing clients as much time as needed to answer all their questions, the Standard Retainer provides ongoing guidance.
A series of three meetings of 90 minutes each. Learn which investments to sell, which to buy, and the long-term approach you can use to keep your investments in their proper balance.
A two-hour meeting providing customized recommendations on the client’s highest financial priorities. The Financial Fitness Review is your best introduction to Practical Financial Planning.
Kenneth F. Robinson, CFP®
Practical Financial Planning
3886 Rocky River Drive
Cleveland, OH 44111-4111