Britta Koepf
CFP®, ChSNC®
Tranquil Path Financial Planning
Owner and Financial Planner
Britta Koepf
CFP®, ChSNC®
Tranquil Path Financial Planning
Owner and Financial Planner
I enjoy being the person my clients can come to when they need talk through a financial concern, whether they need specific guidance or a sounding board. - Britta Koepf, CFP®, ChSNC®
Fee-Only financial planner in Cleveland, OH serving clients locally and across the country.
Britta Koepf is an Cleveland Fee-Only financial planner located in Independence, OH serving clients locally and across the country. Tranquil Path Financial Planning provides holistic financial planning and investment management to help individuals with special needs and those who love them organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Britta Koepf is never paid a commission of any kind.
When Britta Koepf decided to work in the field of personal finance in 2013, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity.
A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities.
As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with special needs and their families.
Britta has been quoted in Financial Advisor Magazine and The Plain Dealer. She has also been interviewed in the WSJ's Your Money Briefing podcast.
Britta and her husband Craig Lawrie live in Brooklyn Heights, Ohio, where they enjoy playing board games, ballroom dancing, and spending time with their dog, Wombat
Britta Koepf is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Tranquil Path Financial Planning was founded with the idea that financial planning is a helping profession. Britta enjoys spreadsheets as much as the next girl, but they only go so far when it comes to working with real people. Britta has experience working at multiple excellent fee-only planning firms, where she learned to create plans that recognize that people are not spreadsheets. They have their own dreams, goals, and motivations.
Our goal as a company is not just to help rich people grow richer. We approach money as a tool to help people and their families create lasting joy and fulfillment. No two people find satisfaction the same way. We help you find your path to a life truly full of joy and contentment.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Special Needs Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- People and Families with Special Needs
- Federal Employees
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Britta Koepf is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Britta Koepf is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Britta Koepf is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Britta Koepf is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Britta Koepf is a Chartered Special Needs Consultant® (ChSNC®)ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.
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Britta Koepf Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Britta Koepf is a Member of the Cleveland Financial Advisors Network
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Britta Koepf is Quoted in Financial Advisor Magazine: "Failure To Launch"
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Britta Koepf is Quoted on Cleveland.com: "Does it make sense to pay off your mortgage early? Here’s what to consider: That’s Rich!"
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Practical Financial Planning has been named to the 2019 Thrive Awards List Produced by the Editors at Wealth Management Magazine
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Britta Koepf is Interviewed on the Wall Street Journal's Your Money Matters Podcast: "More Unmarried Couples Buy Homes Together"
Contact Britta Koepf
Office Locations:
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By Appointment Only
Cleveland, OH 44131
