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5991 Chandler Court
Suite C
Westerville, OH 43082

(614) 568-1260

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Our Philosophy

At Fields Financial Planning, our philosophy is simple - PLAN FIRST. We firmly believe that a goal without a plan is just a wish. 

We have a simple three-step process to accomplishing your goals:

PLAN - Our initial discussions will be focused on learning about your personal situation and identifying your goals.  We will then work collaboratively with you to design a holistic plan to achieve those goals. 

IMPLEMENT - Next, we will identify solutions based on your unique circumstances that are specifically tailored to reaching your goals.  As independent planners, we have the ability to choose from a variety of investments and products to achieve your objectives.

MONITOR - A properly executed plan still requires constant monitoring to be successful.  As the famous boxer Mike Tyson once said, "Everyone has a plan until they get punched in the mouth."  Life happens, so we will be there to adjust as your situation changes.

Please feel free to look around our site and send us a note if you have any questions.  We'll get back to you quickly with a thoughtful response.



Our People

Kevin M. Fields, Esq., RICP®

Financial Planner

LEARN MORE ABOUT KEVIN

Bruce H. Fields, MBA

Financial Planner

LEARN MORE ABOUT BRUCE

Francie Fields

Administrative Assistant

LEARN MORE ABOUT FRANCIE

Helpful Content

Inflation - Back to the Future

Inflation - Back to the Future

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And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Getting a Head Start on College Savings

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

When Does Your Personal Car Become a Commercial Vehicle?

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Crowdfunding—Capital for the 21st Century

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator demonstrates the power of compound interest.

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Retirement Plan Distributions

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Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Here is a quick history of the Federal Reserve and an overview of what it does.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

It Was the Best of Times, It Was the Worst of Times

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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