Financial planning is a crucial part of everyone’s life, especially now that we are amid high inflation. There are many financial advisors in Cincinnati and beyond that are helping people build their financial plans. Oftentimes, their process is simply a sales tool to gather assets and sell products. You need to find a financial planner that will really take every detail into consideration, so you can meet your most critical goals.

Whether it’s retirement planning or tax planning, it’s impossible for one-size-fits-all financial planning to help all clients. Each individual needs a plan that’s specific to their requirements to give strategic and helpful advice. Below, we break down the three keys to Wealth Dimension’s financial planning process. 

To learn more about our firm, read our story here. 

Wealth Dimensions’ Financial Planning Process

Our approach to financial planning is different. We incorporate three key components. These are:

1. Client-Centric

A client-centric discovery process starts with a “discovery meeting,” where we sit down with our clients like a typical “couch session” to get to know them in detail. We understand that your goals are personal and unique. That’s why we dig into further information before proposing financial strategies.

In this stage, we’ll understand two specific aspects of your lifestyle: the qualitative and quantitative.


This includes:

  • Your interests
  • Your lifestyle
  • The values you grew up with
  • Your opinions about money
  • What’s important for you in the future
  • How you want to impact your family and community


These are often details like:

  • Income
  • Expenses
  • Taxes
  • Assets

By fully understanding every detail of your personal situation and goals, we map out a customized strategy that’s appropriate for you.

2. Comprehensive

One key advantage of Wealth Dimension’s financial planning approach is our comprehensive resources. We want to have a clear picture of all your financial details. For us, “Good data is the foundation of excellent decision making.” A lot of data has to be collected and analyzed. We have to evaluate your income, expenses, debt, assets, future goals, and short-term action items. Only then can we create a personal financial plan that will help you move forward with confidence.

We can’t make a decision on generic assumptions, so we have to accurately record our client’s details. One way we can do this is through the use of our tool where clients can connect their cards or accounts, and it will automatically record your expenses. With this tool, we can produce quality data for quality results. We want to do everything we can to help you achieve financial security.

3. Collaborative

As time goes on, circumstances and desires change and evolve. It’s our responsibility as your advocates to proactively update your planning given shifts in market or economic conditions, lifestyle adjustments, and your goals. Not only do we collaborate with our clients to ensure plans stay up-to-date, accurate and actionable, we also collaborate with your extended team of advisors, like your CPA, attorney, banking relationship, and any other trusted professionals in your financial life.

Watch Our Full Video

Financial planning — like retirement planning or tax planning — is vital, so you can have clarity and confidence in your financial goals. You can watch our full video here to learn more about our unique financial planning process, and why we’re the most desired Cincinnati financial planner.

For informational purposes only. Not intended as investment advice or a recommendation of any particular security or strategy. Past performance is not indicative of future results. Information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. For more information about Wealth Dimensions, including our Form ADV Part 2A Brochure, please visit or contact us at 513-554-6000. Please be advised that this material is not intended as legal or tax advice. Accordingly, any tax information provided in this material is not intended and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.