Amy Shappell, CFP® – Financial Advisor

Amy Shappell, CFP® - Financial Planner
Amy Shappell, CFP®

I am fiercely committed to guiding busy working professionals, especially women, to achieve confidence and peace of mind around money so they can focus on what they want to achieve in life.

If you’re looking for a proven professional who can guide you to answer questions like these, you’ve come to the right place:

  • Are you saving enough for retirement?
  • How about college?
  • Are you investments working as hard for you as they should and are they being managed effectively and efficiently?
  • Can you afford to work in a less lucrative career and be happier?
  • Are you and your spouse or partner on the same page about spending and saving (and, if you’re not, how can you find agreement)?

With ten years working with amazing clients with similar worries and concerns and guiding them to achieve remarkable success, my mission and commitment is to help you develop a clear vision for your life and then educate and empower you to make smart financial decisions to make that vision come true.

My path to becoming a financial planner became clear at an early age. When I was nine, my college-age brother told me that if he doubled the prices of his business, he would be better off, even if his business dropped by half. I didn’t believe him at first and was pretty sure he was wrong. But he walked me through the logic and I got it. I realized that he would work less and have more time for fun. Amazing! It was that moment that kindled an interest in financial planning, although I didn’t know what it was called. Like many things, it’s simple, but not easy.

I like to say that I’ve been there and done that. I put myself through college (BSBA in Economics from Ohio State University), am married with two kids, have changed careers, moved across the country, bought homes, dealt with aging parents and the settling of their estates, and lived on budgets that range from lean to luxury.

I believe that financial planning is about more than just managing money – it’s about using money as a tool to reach the goals you set for yourself. What do you want to do? Let’s figure it out together and work to make it happen!