Crafting a plan tailored for you

Planning for America’s Essential Workforce

Our customized approach allows us to tailor financial plans specifically for Ohio teachers, small-business owners and medical professionals. Let Ridgevale Financial Planning help you find clarity and peace of mind with your finances so you can enjoy what is most important in life.
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Ohio Teachers

Do you truly understand your STRS pension benefit? If you have student loans, have you considered Public Service Loan Forgiveness? How do you know if a 403(b) or 457 retirement savings account is right for you? Let Ridgevale Financial Planning’s experience working with Ohio teachers help answer these questions and more.

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Small-Business Owners

Is your business plan coordinated with your personal financial plan? Have you considered how to protect your most valuable asset? Are you sponsoring a retirement plan for you and your employees and, if so, do you understand your fiduciary responsibilities? Let Ridgevale Financial Planning’s experience working with small business owners help answer these questions and more.

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Medical Professionals

Do you understand your UH benefits or Cleveland Clinic benefits? Are you working with a financial planner for doctors? Do you feel like you could be further ahead in your financial life than you are? Let Ridgevale Financial Planning’s experience working with medical professionals help answer these questions and more.

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Why You Should Choose Ridgevale Financial Planning

Ridgevale Financial Planning is committed to helping improve your financial life through insightful financial planning and investment management.  We accomplish this by listening to you with an open mind and without judgment so that you can feel truly heard.  By connecting what’s important to you about money with your personal values, you can live the life you have always envisioned.

At Ridgevale Financial Planning you will not just be getting a financial advisor, you will be consulting with a professional who has the extensive background and education to perform all the duties of a Certified Financial Planner™ professional.  That means this person has successfully completed all the required standardized examinations and is recognized as being proficient in the area of financial planning and possessing the principles necessary in order to make the appropriate decisions in the clients’ best interests.

We take great pride in ensuring that when serving as your trusted fiduciary, Ridgevale Financial Planning will, without exception, deliver your services in good faith and with the highest standard of care.

Independent

As an independent firm, Ridgevale Financial Planning is on your side not some large corporation with proprietary products to sell you.

Fiduciary

As your fiduciary, you can feel confident the advice and recommendations provided to you are in your best interest.

CFP® Professional

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.

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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

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