Moment Financial Planning | Fee-Only Financial Planner Serving Young Families and Professionals

Hi, I’M Eric with moment financial planning.

I help young families and professionals tune out the noise of financial worry with a straight forward, achievable plan for their money and lives. So, they can get back to the moments that matter most.

Learn More

Hi, I’M Eric with moment financial planning.

I help young families and professionals tune out the noise of financial worry with a straight forward, achievable plan for their money and lives. So, they can get back to the moments that matter most.

Learn More

Who we Serve Best

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Young Families

Expecting, off to school or in between, we all wonder if we’re doing the right thing as parents. Whether you have questions about how to manage the new expenses that come with children, how to plan for your retirement and their education or how to ensure your family is always taken care of, we can help.

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Young Professionals

The first few moves in your career can define where you end up in the later two thirds. If you have questions on how to get to the next step or best utilize your income and benefits now, that’s where we come in.

Let’s INTRODUCE OURSELVES

Are you ready to put the noise of financial worry to the side and focus on the more important parts of life? Need a second set of eyes to validate your taking the right steps?

Then, let’s chat. Schedule a free, no-obligation introduction call to get started!

Schedule a Meeting

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Moment Financial Planning, LLC is a registered investment adviser in the state of Ohio.