Ohana Wealth & Life Planning
212 East Third Street, Suite 100
Cincinnati, OH 45202
United States
Phone: 5137299740
Email: jeff@ohanaplanning.com
Website: https://www.ohanaplanning.com
Training: Registered Life Planner® more info
Specialties
Retirement Planning
Life Planning
Financial Planning
Tax Analysis
Insurance & Estate Planning
Investment Management
About My Practice
Our team has been working with doctors, nurses, professors, administrators, and other healthcare and university professionals for over two decades, providing holistic financial advice to help determine where you want to go and develop a roadmap to get there. We are trained to ask the right questions and, more importantly, listen to your responses. Our goal is to assist you in envisioning what your ideal life should look like, and then help you create a future that gives you a sense of freedom and fulfillment. By bringing your life goals into the financial planning process, a solid financial strategy can be built around them. Let Ohana help you find your purpose and build your life plan!
About Jeff Spitzmiller
eing a part of the planning and investment community for over twenty-five years, I knew something was missing from the traditional financial planning and wealth management process. There was too much focus on spreadsheets, retirement projections and budgets and not enough on getting to deeply know the client and what their true motivations and passions were. After receiving training and going through the life planning process myself, Ohana Wealth & Life Planning was born with the goal of helping those in our community find and nurture their life’s purpose. For me personally, Ohana has allowed me to create a way to align my career to be more integrated and consistent with my personal values.
Bachelor of Business Administration degree with a major in Finance from Miami University in Oxford, Ohio
Master of Science degree in Management with specialization in Banking and Financial Services Management from Boston University
Chartered Financial Analyst™ (CFA®)
Registered Life Planner (RLP®) designation from the Kinder Institute of Life Planning
Ideal Clients
We do our best work with:
Professionals in the medical or university field that are established in their careers and need guidance in determining what comes next that will bring them fulfillment long after their current career, whether that is retirement or a second act they never dreamt of.
Those whose hard work has enabled them to accumulate investable assets of at least $500,000 and want to manage this wealth through a more sophisticated financial planning and investment approach, all based around their personal values.
Those looking for a partnership approach that provides quality information, advice, and discussion regarding their financial goals and wealth strategies.
People who are looking for a full-service suite of life and financial planning advice that incorporates life planning, a customized financial plan, values-based investing, retirement and tax planning, and much more.
Qualifications
Ohana Wealth & Life Planning is a financial life planning firm that focuses on helping medical or university professionals to discover what’s next and build a financial road map so that they can secure their financial future, invest with their values and live their ideal life. Whether you are a nurse, doctor, professor, administrator or other professional, our promise to you is to successfully guide you on your ideal life path, while helping you find and live your purpose. In helping you plan for what’s next, be it retirement, a career change or simply trying to add more meaning to your life, we can build a life, financial and investment plan to help you successfully reach your destination.
Compensation
Fee-only based on Assets Under Management or Yearly Subscription Model
Industry Start Date
1994