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Amy L. Whitlatch, CFP®, CDFA(TM)

Amy L. Whitlatch, CFP, CDFA

1050 Delta Ave.
Suite 2000
Cincinnati, OH 45208-3165
Phone: (513) 984-0200
Fax: (513) 562-8822

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Career Change
  • Getting Divorced
  • Getting Married
  • Retirement
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Through the initial phone interview, the client and I determine if their needs and my practice are well-matched.