Britta Koepf, CFP®, ChSNC® Tranquil Path Financial Planning

Contact this advisor

About Britta Koepf, CFP®, ChSNC®

When Britta decided to work in the field of personal finance in 2013, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity.

A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities.

As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with special needs and their families.

Britta has been quoted in Financial Advisor Magazine and The Plain Dealer. She has also been interviewed in the WSJ’s Your Money Briefing podcast.

Britta and her husband Craig Lawrie live in Brooklyn Heights, Ohio, where they enjoy playing board games, ballroom dancing, and spending time with their dog, Wombat

Contact this advisor

Ideal Clients

  • Caretakers
  • FIRE (Financial Independence Retire Early)
  • Gen X
  • Special Needs

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $1250+/qtr

SEC Records

Loading...