Johanna Fox Turner
CFP®, CPA, RLP
Milestones Financial Planning
Fee-Only Financial Advisor serving remote clients throughout the USA and Mexico.
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!
Johanna Fox Turner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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 firstname.lastname@example.org 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Johanna Fox Turner is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Johanna Fox Turner 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.
Johanna Fox Turner is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Johanna Fox Turner
907 Paris Road
Mayfield, KY 42066