THE INTERSECTION
OF MONEY AND LIFE

INDEPENDENT FLAT & FEE-ONLY FIDUCIARY.
RADICALLY TRANSPARENT.
THE WAY IT SHOULD BE.

approach financial planning differently

Fee-Only

We do not accept commissions of any kind and never will. Nor do we receive compensation from any source other than the clients we partner with.

Fiduciary

An obligation and passion to place your interests above all else. Wouldn’t you like to work with a financial advisor that puts your interests ahead of theirs?

Flat Fee

No products. No guesswork. No conflicts. We offer complete transparency in every service so you can focus on dreams, not decimals.

Independent

Columbus Street is not owned by a bank, insurance company, or brokerage firm. The only person we answer to is you!

Our Process

Learn more about our process at Columbus Street Financial Planning. We are here to help you set up a successful roadmap.

Through the data gathering process, we will begin to assess and understand your qualitative and quantitative circumstances. Inventorying, gathering and organizing all of your pertinent information will begin to provide you the immediate feeling that you are in control.

About Columbus Street Financial Planning and Shawn Ballinger

Columbus Street Financial Planning is driven by the belief that the best financial and investment planning advice is delivered objectively by a CERTIFIED FINANCIAL PLANNER® who is independent, a true fiduciary, and through a transparent, fee-only compensation model. 

Columbus Street’s open architecture service model creates an opportunity for all individuals and families with varying levels of complexity to work with us.