;

Britta Koepf CFP®, ChSNC®

Practial Financial Planning

Britta Koepf CFP®, ChSNC®

Practial Financial Planning

Britta Koepf CFP®, ChSNC®

Practial Financial Planning

Profession LogoFINANCIAL PLANNER

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. It did not take her long to decide the best way forward would be to become a CERTIFIED FINANCIAL PLANNER™ and practice in a fiduciary, fee-only capacity. Shortly afterward, she realized that she would like to further specialize in financial planning for families with special needs, and began to seek her Chartered Special Needs Consultant Designation®.

Britta joined Practical Financial Planning in 2015, earned her CFP® designation in 2017, and earned her ChSNC® designation in 2020. She is a graduate of Hiram College, and of University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program. Britta lives in Brooklyn Heights with her partner Craig and her dog Wombat, and enjoys the theater and ballroom dancing. One of several Harry Potter readers in the office, she is a proud Hufflepuff who believes Hufflepuffs make the best financial planners because they are natural fiduciaries.

Firm Description

Practical Financial Planning is your partner in comprehensive financial planning, providing independent guidance without financial product sales. We are relentlessly driven to answer one essential question: what is in the best interest of the client?

We are a holistic financial advisory firm. We believe the best financial well-being stems from understanding how all the inter-related parts of your financial life fit together.

At Practical Financial Planning, our goal is to help you think about your money just enough that you can confidently put it out of your mind for a while, so you can focus your time and energy on making your life the best it can be. To get started, call us at (216) 688-3737.

We want to be your trusted partner in creating financial confidence. Because the moment you stop worrying about money, life gets better.™

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

20525 Center Ridge Rd
Suite 501
Rocky River, OH 44116

On the web

View Firm Website

View Firm Blog


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts