STEADY CLIMB FINANCIAL PLANNING

Financial Planning for Physicians and Busy Professionals

Helping you achieve your financial goals so you can focus on the most important things in your life.

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Services

Illustration of pile of coins and piggy bank with coin going in it

STUDENT LOAN PLANNING

Guidance navigating your unique student loan scenario. Help with PSLF, income-driven repayment plans, consolidation, or private loans. We will build a loan payment strategy that fits your goals.

INVESTMENT MANAGEMENT

Investment management with low-cost, diversified portfolios through TD Ameritrade and investment guidance for directly managed accounts like 401ks, 403bs, 457bs, and more.

TAX PLANNING

Optimized tax planning strategies to help you keep more of what you’ve earned. Guidance on defined benefit plans, backdoor Roth IRAs and more advanced tax strategies.

INSURANCE GUIDANCE

You’ve worked hard to get where you are, let’s make sure your assets and income are protected. Advice on Disability, Term Life, Umbrella coverage and more.

RETIREMENT PLANNING

Helping you achieve your retirement and financial independence goals while balancing achieving your goals for today. Utilizing tax-efficient investment strategies to help you keep more of what’s yours.

ESTATE PLANNING

Financial planning involves preparing for your financial future and for those you care about the most. We include Estate Planning for every client because it’s just that important.

About STEADY CLIMB FINANCIAL PLANNING

Meet Your Financial Planner

As a fee-only CERTIFIED FINANCIAL PLANNER™ based in Upper Arlington, Ohio, we provide Comprehensive Financial Planning to physicians and busy professionals, helping you achieve your financial goals so that you can focus on the things that are most important to you.