Johanna  Fox Turner

Johanna Fox Turner

| CFP®, CPA, RLP

Milestones Financial Planning

270.247.0555

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Fee-Only Financial Advisor serving remote clients throughout the USA and Mexico.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Estate Planning
  • Planning for Business Owners
  • Hourly Planning Fee Structure
  • High Net-Worth Clients
  • Women\'s Financial Issues
  • Divorce Financial Planning
  • Advising Medical Professionals
  • Life Planning

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907 Paris Road
Suite B
Mayfield, KY 42066

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

I specialize in long-distance planning and investment advisory relationships using Skype, Google Hangout, FaceTime and by phone/email. I use my 35 years of experience as a CPA to integrate tax planning techniques with planning and investment advice. I am also a Registered Life Planner, which means I plan with the goal of helping you use your money to live a life of purpose and clarity.
Other than family, my favorite people are our clients. This work is my passion and I love the opportunity to have a role in changing the lives of people who are confused about how to make the right money decisions and are tired of people trying to sell them products who call themselves "financial advisors". At age 50, after 28 years as a CPA (I'm now 57), I decided to become a Certified Financial Planner specifically for this reason. It wasn't easy to re-learn how to study, but it has been worth every minute!

I then became a Registered Life Planner to acquire the skills to deepen client relationships beyond just the money discussions. It has helped me to better connect with people who feel shame over not reaching their goals and helps them get back on track and feel confident and excited about their futures.

My years of experience in public practice as a CPA have given me valuable insight into tax problems and solutions, especially in working with and advising small businesses. I am a partner in Fox and Co., CPA and still actively involved in tax and business consulting.

My most successful financial planning project is the two boys I raised (now grown, independent, and successful), part of the time as a single mom. Thanks to them, I have a unique perspective when working with clients raising children to be financially independent and responsible and I particularly like to work with young people just starting out because the right advice can make a tremendous difference for their futures!
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Milestones Financial Planning is a full-service financial planning  and investment management firm. The majority of our clients are spread throughtout the United States and Mexico and have invested in the technology to make it as convenient and easy as possible for you to have quality, focused advice that is customized for you, no matter where you are. My partner, Michelle Neiswender, and I  specialize in working with young professionals, particularly in the medical field, and people nearing retirement

We invest our clients’ money the same way we do for ourselves and our family members. We rebalance annually. And because we believe that investors’ emotional reactions cost them far more than market volatility, we spend a lot of time on behavioral counseling and education about the impact of financial decisions.

In addition to fee-only advice and investment management, we have hourly and fixed-price services to give you a choice. We do not sell anything and help our clients find related providers if they need help with insurance, legal counsel, etc. You can find our costs here.


Contact us today at 270-247-0555 or jft@milestonesfp.com to schedule a no-cost introduction to our firm and our services. You can also receive our free financial advice newsletters (published twice monthly) by clicking here.
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