Meet our CERTIFIED FINANCIAL PLANNERS™

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Steven Chau - Know Your Worth Financial

Know Your Worth Financial was created to help immigrants and young minority professionals achieve financial independence in an increasingly complex financial environment. We're here to simplify personal finance and offer a safe space for you to communicate openly and get the tools necessary for building the financial future you deserve.

With availability on evenings and weekends, there's no need to worry about making a meeting in a stuffy office during "normal" business hours. As a virtual financial planning firm, we use the latest technology to meet you where you are.

At the end of the day, your comfort and trust is our highest priority.

Typical Client Demographic:

Gen Y/Millennials, Immigrants, Minorities, Young Professionals

Areas of Practice:

Financial Independence Retire Early (F.I.R.E.), Student Loans, Cash Flow Analysis, Employer Benefits, Equity Compensation Planning (stock options, RSUs, ESPP)

Fee Options:

Monthly Fee: $150+/mo
Flat Fee: $225+/engagement
AUM: 0.60%

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Mack Bekeza - Millennial Wealth Management

Mack believes Millennials are seeking Financial Independence as opposed to the traditional path to retirement and that people achieve success when they live life how THEY want to live it. Mack’s ideal clients desire Financial Independence and possess a coachable attitude to achieve their goals. Mack has been featured in media outlets such as BankRate and GoBankingRates discussing issues Millennials face on a daily basis.

Typical Client Demographic:

Equity Recipients (RS/RSU SOP ESPP), Financial Independence Retire Early (FIRE), Gen Y/Millennials, Mid-Career Professionals

Areas of Practice:

Comprehensive Financial Planning, Investment Management, Hourly Services

Fee Options:

Comprehensive Financial Planning: $500 Onboarding Fee + $100-500 a month depending on complexity
Investment Management: 0.50% up to 1.25%
Hourly Services: $250 an hour, minimum of 2 hours

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Andrew Damcevski - RhineVest

We started RhineVest because we didn't like how difficult it was for most people to get solid financial advice. Traditionally, advisors work at big firms and juggle hundreds--even thousands--of clients, and their income is ultimately driven by the products they sell. There are also some boutique, fee-only firms, but the cost of admission for their services is typically a minimum of $1,000,000 in assets.

What about all of the people who want objective advice but don't have a million bucks to invest, don't want to sit down with someone as old as their grandfather, and don't want to be constantly upsold on products and services? That's where we come in. RhineVest is dedicated to helping those who aren't already wealthy. We don't take commissions because we see ourselves as stewards, or fiduciaries, of our clients' assets. Put simply, we want to help everyday people achieve their financial dreams.

Typical Client Demographic:

Gen X, Mid-Career Professionals, Retirement Planning

Areas of Practice:

Comprehensive financial planning, retirement planning, cash flow analysis, stock options, and investment management

Fee Options:

Monthly Fee: $65+/mo
AUM: 0.80%

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Cristina Guglielmetti - Future Perfect Planning

I create holistic, forward-thinking financial plans for mid-career professionals that balance current needs and future goals, and serve as a framework for life decisions.

Typical Client Demographic:

Retirees and Near Retirees, Growing Families, Mid-Career, Business Owners and Executives, Sudden Money Situations, Novice Investors

Areas of Practice:

Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Options:

Monthly Fee: starting at $100 a month + $1,000 up-front
Flat Fee (One-Time Project): starting at $1,000
AUM: starting at .9%

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Drew Harris - Greenway Wealth

Drew is a Senior Advisor at Greenway Wealth Advisors. Greenway helps generous people increase their margin so they have more time and more money to pursue what's most important to them. Drew has a passion to assist others as they plan their goals and navigate their financial choices. He loves hearing others’ stories and having the opportunity to learn what motivates them.

Prior to joining the financial world, he taught high school for four years in Mississippi. He earned a Bachelor of Business Administration in Management from Texas A&M University followed by a Master of Arts in Biblical Studies from Reformed Theological Seminary. Drew is a CFA® charterholder and CFP® professional.

Drew is married to Laurabeth and they have three children: Lounora, Henry and Charlie. He loves to read, run and take an occasional hike in the woods.

Typical Client Demographic:

Christian Faith Based, Coronavirus Relief, Financial Coaching, Gen X, Retirement Planning

 

Areas of Practice:

Comprehensive Financial Planning, Investment Management, College Education Planning, Student Loans, Cash Flow Analysis

Fee Options:

Monthly Fee: $165/mo
AUM: 1.00%

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Mike Kelley IIKelley Financial Planning

Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and founder of Kelley Financial Planning, a Fee-Only, Registered Investment Advisory (RIA) firm located in Cleveland, Ohio. He serves clients locally and also virtually across the country. Michael works with his clients on an hourly, as-needed basis to help them worry less about money and get back to living their lives! As a fee-only, fiduciary, and independent financial advisor, Michael Kelley, CFP® is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Typical Client Demographic:

 

Gen X, Mid-Career Professionals, Retirement Planning

 

Areas of Practice:

Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee Options:

Monthly Fee: $150+/mo
Flat Fee: $750+/engagement
Hourly Fee: $220+/hr
AUM: 0.70%

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Maddi Napier - Minerva Wealth Planning

Minerva Wealth Planning is a Registered Investment Advisory Firm based in Columbus, Ohio but serves individuals and businesses across the United States. Their hands-on approach allows individuals and businesses to have peace of mind that they have a personal "CFO" as their partner. Minerva Wealth Planning was established in May 2019 by their founder, Maddi Napier, who earned a Bachelor of Arts from The Ohio State University and a Master of Business Administration from Capital University. A CERTIFIED FINANCIAL PLANNER®, she passed the Series 65 exam and has been working in the financial services industry for 10 years. She earned the Qualified 401(k) Administrator (QKA) designation as well as her Fellow, Secure Retirement Institute (FSRI) designation. She is a board member of the Financial Planning Association (FPA) of Central Ohio and an active member of the National Association of Personal Financial Advisors (NAPFA) , XY Planning Network, and the American Society of Pension Professionals and Actuaries.

Typical Client Demographic:

 

Coronavirus Relief, Entrepreneurs, Gen Y/Millennials, HENRY, Small Business

 

Areas of Practice:

Comprehensive Financial Planning, Cash Flow & Debt Management, Investment Management, Business Consulting, Institutional Retirement Plans (401k, 403b, etc.)

Fee Options:

Monthly Fee
Flat Fee

 

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Natalie Slagle - Fyooz Financial Planning

Natalie Slagle is a CFP© professional and Founding Partner of Fyooz Financial Planning. Natalie has nearly a decade of experience in the industry. Throughout her experience in financial advising, Natalie found that her industry tends to serve and market towards retirees with plenty of assets to invest. However, that wasn't the only demographic in need of guidance. Natalie and her husband, Dan Slagle establish Fyooz Financial Planning to bridge the gap between financial advising and the millennial generation. Fyooz Financial Planning is for those sick of mahogany desks, suites and ties, and analytical conversations that no one can relate to. Instead, Natalie and her husband bring a relatable approach to their generation by offering guidance regarding cash flow planning, childrens' savings accounts, values based investing, and more.

Typical Client Demographic:

We work with couples who want a different experience around money than how they grew up. Our clients range from mid 20s to late 40s. They live in urban cities, and mutually agree on the importance of creating a solid financial foundation.

Areas of Practice:

Our ongoing financial planning arrangement is perfect for the complexities our clients face in their day to day lives. At a minimum, we meet quarterly. For clients who also wish to delegate investment selection within their accounts, we offer investment management services as well.

Fee Options:

The fee ranges from $199-$299/month. Our investment management platform is 0.60% of assets.

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Taylor Venanzi - Activate Wealth

Activate Wealth is a fee only financial planning firm delivering comprehensive planning services to busy working professionals from their late 20s to early 40s. Given this unique stage of life, clients of Activate Wealth often want to:

  1. Save Time
  2. Simplify Complex Situations
  3. Grow Their Wealth

Here are a few things you can expect as a client of Activate Wealth:

  • Accountability: Think of us as a personal trainer, but for your money.
  • A Plan: We will help you create a goal and action oriented financial plan that is designed to evolve as you evolve.
  • Time: Allow us to manage your financial to do list and start focusing on what matters most.
  • An Advocate: We will steer you away from poor financial decisions and towards opportunities you may not have considered.

Typical Client Demographic:

Couples, Dual Income Family, Gen Y/Millennials, Parents

Areas of Practice:

Goals, Savings & Cash Flow, Debt & Student Loan management, Investments, Employee Benefit Optimization, Education Planning, Tax Planning, Estate Planning, Insurance/Risk Management

Fee Options:

Monthly Fee: $200+/mo

Flat Fee: $1,500+/engagement
Hourly Fee: $250+/hr
AUM: 0.00%