Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Gianola Financial Planning, LLC" is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Gianola Financial Planning, LLC" provides investment advisory services for your account. Schwab has agreements with "Gianola Financial Planning, LLC" under which Schwab provides "Gianola Financial Planning, LLC" with services related to your account. Schwab does not review the "Gianola Financial Planning, LLC" Web site, and makes no representation regarding the content of the Web site. The information contained in the "Gianola Financial Planning, LLC" Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
We implement eMoney as our cutting edge financial planning platform, allowing us to view and monitor all of your financial assets and liabilities, provide cashflow analysis, and track progress toward your financial goals.
Use eMoney’s online portal to:
View real-time net worth, budgeting, and financial goal information
Link new financial assets to your plan
Upload documents to your advisor using the document vault
Please click on Sharefile image to send us documents securely.
Staff photos on website courtesy of Simon Yao Studio
We look forward to working with clients of all ages and situations.
Gianola Financial Planning, LLC is registered with the state of Ohio. The firm may serve clients in Ohio and in those states in which it is exempted from registration. Gianola Financial Planning, LLC provides fee-only personal financial planning to middle-income individuals and families. The information in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. Gianola Financial Planning, LLC does not render or offer to render personalized investment advice or financial planning advice through the website. The authors, publisher and host are not providing legal, accounting or other advice specific to your situation.