Britta Koepf

CFP®, ChSNC®

Practical Financial Planning

Financial Advisor

Britta Koepf

CFP®, ChSNC®

Practical Financial Planning

Financial Advisor

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®

Holistic. Fiduciary. Fee-Only. Located in Rocky River, Ohio, serving clients locally and across the country

Britta Koepf is a Cleveland, Ohio fee-only financial planner. Practical Financial Planning provides holistic financial planning and wealth management, as well as, short-term financial guidance to help independent professional women, public sector professionals and families with special needs planning 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, and has a legal obligation to provide unbiased and trustworthy financial advice.

Britta Koepf serves as the primary advisor for selected clients in addition to providing expert professional support to Senior Advisor Ken Robinson on client matters.

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. It did not take her long to decide the best way forward would be to become a CERTIFIED FINANCIAL PLANNER™ and practice in a fiduciary, fee-only capacity.

Britta joined Practical Financial Planning in 2015 as a financial planning apprentice and earned her CFP® designation in 2017 and her ChSNC® designation in 2020. Britta is a graduate of Hiram College, and of University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program. Britta lives in Brooklyn Heights with her partner Craig and enjoys the theater, ballroom dancing, and searching for her next canine companion. One of several Harry Potter readers in the office, she is a proud Hufflepuff who and believes Hufflepuffs make the best financial planners because they are natural fiduciaries.

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

Practical Financial Planning is your partner in comprehensive financial planning, providing independent guidance without financial product sales. We are relentlessly driven to answer one essential question: what is in the best interest of the client?

We are a holistic financial advisory firm. We believe the best financial well-being stems from understanding how all the inter-related parts of your financial life fit together.

At Practical Financial Planning, our goal is to help you think about your money just enough that you can confidently put it out of your mind for a while, so you can focus your time and energy on making your life the best it can be. 

We want to be your trusted partner in creating financial confidence. Because the moment you stop worrying about money, life gets better.™

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

  • National Association of Personal Financial Advisors (NAPFA)
    Britta Koepf is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Britta Koepf is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Alliance of Comprehensive Planners
    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.

  • Chartered Special Needs Consultant (ChSNC)
    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.

Contact Britta Koepf

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Office Locations:

  • 20525 Center Ridge Road
    Suite 501
    Rocky River, OH 44116

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