Milestones Financial Planning

Milestones Financial Planning is the sister firm of Fox & Company CPAs, Inc., (formerly Johanna Fox CPA), the home of the "Rapping CPAs"! But we're so much more and we're committed to sharing our financial knowledge and skills with our clients and the community at large. In addition to serving as a one-stop shop for financial planning to our client... s in Kentucky and beyond, we believe in getting the word out about how you can live a richer, fuller life using Financial Life Planning. In 2006, after over 25 years of owning her own CPA firm, Johanna became a CERTIFIED FINANCIAL PLANNER. Why? As a CPA, Johanna witnessed first hand that her clients needed a deeper, more personal level of financial planning and investment advice. In 2009, she took this goal another step further and became a Registered Life Planner. Johanna has been the financial planning columnist for the Four Rivers Business Journal since its inception, providing monthly articles on various topics. Working with Johanna is Michelle Neiswender, an integral part of the business since 2009 who now serves not only as Milestones' office manager, but also as an apprentice financial planner. Together, Johanna and Michelle strive to help every Milestones client develop a sound financial plan based upon their most essential life goals.Read More