Interested in becoming a client of Practical Financial Planning?
Call (216) 688-3737 to schedule a free preliminary appointment.
Office hours are by appointment only, and are typically scheduled about four weeks ahead.
Preparing For Your Appointment
Please click below to download the following documents in preparation for your appointment. All documents are in PDF.
- Preliminary Financial Profile: Includes basic data that we will need for your first appointment. Please note the other documents you should provide, as noted on page 4 of the Preliminary Financial Profile.
- Form ADV Part 2 is a document that Investment Advisors must make available to their clients, describing certain characteristics of the professional practice and those who provide investment advice. By downloading Form ADV Part 2, you consent to its electronic delivery. If you prefer a copy of Form ADV Part 2 free of charge by mail or email, please call (216) 688-3737.
- Printable map and directions to our office. An interactive map can be found here. Practical Financial Planning is located five minutes North of Cleveland Hopkins International Airport, in the Kamm’s Corners entertainment district.
Work with us remotely or in person
We typically meet clients at our offices. But if you prefer to save travel time, we can hold many meetings remotely with a conference line and computer screen sharing. Ask us for details.