Below are links to our Financial Jump Start Agreement and the Personal Profile Questionnaire.
Please complete the Questionnaire and send us the items listed on the last page of the Questionnaire two weeks before your Financial Jump Start meeting. You can drop off, mail, fax or use ShareFile to send documents securely.
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.