Johanna Fox Turner

CFP®, CPA, RLP

Milestones Financial Planning

Financial Advisor

Johanna Fox Turner

CFP®, CPA, RLP

Milestones Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Johanna Fox Turner, CFP®, CPA, RLP

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

Johanna Fox Turner is a Mayfield, KY fee-only financial planner. Milestones Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Johanna Fox Turner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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!

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
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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Johanna Fox Turner

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Office Locations:

  • 907 Paris Road
    Suite B
    Mayfield, KY 42066

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