Category: Client Experience
How to Add an Email Address to Your Safe Senders
It is important to us that our clients can receive not only emails from us in their inbox, but also the emails that they find …
Announcing Our Planned Expansion For Our Blue Ash Office
We are excited to announce our office expansion to serve you and your loved ones for the next decade. We are honored by great clients …
Why Should You Hire a Financial Advisor?
Is partnering with a trusted financial coach one of your new years goals? Have you started your search yet? These questions can be very helpful …
How Our Expertise Benefits Clients
Reduce Complexity –Investments, taxes, insurance, and estate planning can be very complicated topics. Too much information can be overwhelming. We explain this in concise, plain-spoken …
Money Buys Some Happiness. These Methods Can Do More.
Everyone deserves to be happy, right? Research has shown that once you take care of basic needs, additional money doesn’t materially increase your happiness level. …
5 Ways We Can Celebrate Our Nations Heroes this Veterans Day!
As we prepare to celebrate Veterans Day, I’d like to share a little history and also a few ways that you can honor our Veterans. …
Our Favorite [Financial] New Year’s Resolutions
It’s that time of year when many of us think about establishing one or more New Year’s resolutions. This often means committing to improving one’s …
Tips for Using Zoom, Teams, or Other Video Conferencing
Most of us are using some form of video conferencing these days, and there’s a good chance you’ll use it with friends and family this …
Mistakes to Avoid When Hiring a Financial Advisor
Finding qualified, independent financial advice can be difficult. With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do …
How Do We Help?
At Total Wealth Planning we embrace the fiduciary standard requiring us to always act in our client’s best interest, at all times. We strive to …
