Britta Koepf, CFP®, ChSNC® Tranquil Path Financial Planning
- 59 Marko Ln, Independence, OH 44131
- (216) 270-6994
- https://tranquilfp.com/
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
