Contact Information
Cincinnati, OH
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
Live and Give Financial was started with a vision of increasing access to quality, unbiased advice for families who have not yet accumulated a lot of wealth.
Our focus on flat-fee, advice-only planning puts the power back in your hands to learn money management strategies for your own situation. We will empower you to make decisions that will be meaningful for your family.
We'll work together on a comprehensive financial plan over the course of 4-6 months. Utilizing research-backed tools we'll have in-depth conversations about your passions and dreams for the future to uncover the goals that are most meaningful to you. From there we'll visit all aspects of your financial picture to set you on the path to holistic wellbeing.
Reach out to schedule a conversation about your goals. If I'm not the right fit for your pain points I'll help you find the service that is - which is my ultimate duty as a fiduciary advisor.
I look forward to connecting!
$172
Monthly:
$172+/mo
One Time Fee:
$2,880
Hourly:
$350/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
Families with Children
Medical Professionals
Newlyweds/Couples
Young Professionals
Non-profit professionals
Tax Strategies
Investments
Budgeting
Early Career Planning
Home Purchase
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.