Broker Check

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

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