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Our goal is to take all the pieces of your financial puzzle and put them in to place. To do so, we utilize a proprietary process known as The Fireside FORMula.

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What We Do


Fields Financial Planning was born out of the desire to find a BETTER way to help clients manage their financial lives. Our proprietary process integrates wealth management with risk and debt management, as well as income and tax planning, for successful families, professionals, and business owners.

Our objective is to assist you in organizing all the pieces of your financial situation into a clear and understandable plan.  Each plan is unique and many of our services may not be necessary at this time.  As your life unfolds and your needs evolve, our process, The Fireside FORMula, is designed to continually adjust and monitor your critical life and financial events to keep your plan on track. 

Having developed and refined this proprietary process, it has become clear that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those families that will receive the most value from our services. In doing so, we are able to provide an elevated client experience designed to keep all the pieces of each client's individual plan in place.

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5991 Chandler Court Suite C
Westerville, Ohio
43082 United States

  •  Tel: (614) 568-1260
  •  Toll Free: (888) 262-3556
  •  Fax: (614) 522-0348
  •  Kevin@PlanWithFields.com

Kevin and Bruce Fields are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Fields Financial Planning is not affiliated with USA Financial Securities. Kevin Fields does not offer legal services through Fields Financial Planning or USA Financial Securities.

Kevin and Bruce Fields are authorized to transact securities related business and investment advisory services only in states where they are properly registered.  For investment products and services these states include: (Kevin: MO, OH) (Bruce: OH) . For investment advisory services theses states include: (Kevin: FL, IN, MO, OH) (Bruce: OH)  Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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