Background: About KylesHill
KylesHill Financial Planning was established to provide comprehensive, fee only financial planning to individuals at various stages of their financial life.
The common thread is a desire to proactively plan for the future and get a better handle on their financial life, whether they are an individual just graduating college, a younger couple starting a family, middle age parents concerned with rising educational costs, people facing retirement with the uncertainty of “Do I have enough?”, or those wanting to transfer their wealth and plan for their family’s future well being, or help their favorite cause or charity now or after they are gone. Each stage in life is different, and each individual moves through these stages differently, with distinct goals and objectives. Our job is to help them plan and adjust to meet these goals.
KylesHill Financial Planning was established to provide comprehensive, fee only financial planning to individuals at various stages of their financial life.
The common thread is a desire to proactively plan for the future and get a better handle on their financial life, whether they are an individual just graduating college, a younger couple starting a family, middle age parents concerned with rising educational costs, people facing retirement with the uncertainty of “Do I have enough?”, or those wanting to transfer their wealth and plan for their family’s future well being, or help their favorite cause or charity now or after they are gone. Each stage in life is different, and each individual moves through these stages differently, with distinct goals and objectives. Our job is to help them plan and adjust to meet these goals.
Qualifications:
John Davidson is a Certified Financial Planner with over 20 years of financial experience in banking, strategic planning, business financial management and personal financial planning. He holds a Bachelors degree in finance from John Carroll University, and an MBA from the University of Dayton. In addition to working with entrepreneurial business owners and other individuals to develop implement and monitor financial plans, he has served as an adjunct professor of Finance and Personal Financial Planning at Ohio Dominican University in Columbus, Ohio.
He and his wife, Anne have 3 children and reside in northwest Columbus. John stays active coaching youth football and track, playing bagpipes in the Shamrock Club Pipes & Drums, running and riding motorcycles.
John Davidson is a Certified Financial Planner with over 20 years of financial experience in banking, strategic planning, business financial management and personal financial planning. He holds a Bachelors degree in finance from John Carroll University, and an MBA from the University of Dayton. In addition to working with entrepreneurial business owners and other individuals to develop implement and monitor financial plans, he has served as an adjunct professor of Finance and Personal Financial Planning at Ohio Dominican University in Columbus, Ohio.
He and his wife, Anne have 3 children and reside in northwest Columbus. John stays active coaching youth football and track, playing bagpipes in the Shamrock Club Pipes & Drums, running and riding motorcycles.
Our Core Values
Responsive:
We will meet periodically throughout the year to discuss your progress, any changes, and update your plan, we are available via phone or email to address questions or concerns as they arise. Also, should you incur a significant, unexpected life event (death of a family member, loss of employment, financial windfall) we are glad to arrange special meetings to address these issues.
Client focused:
We invest a significant amount of time and effort getting to know our client’s current financial situation and their goals for the future. We build a customized profile that guides our planning process and the advice we provide to help them achieve financial independence.
Independent:
We are not affiliated with any bank, brokerage, insurance company or any other financial institution. This allows us to provide you impartial advice, customized for your specific situation.
Non-judgmental:
We believe the planner’s role is to work with the client to develop, help implement, and monitor the plan, based on their own goals and objectives. You tell us what you want to do, and we help measure the financial requirements and the impact on your overall financial plan.