Shawn Ballinger, CFP® Columbus Street Financial Planning

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About Shawn Ballinger, CFP®

Welcome and thank you for taking a moment to read more about Columbus Street Financial Planning!

Columbus Street Financial Planning is an independent, fee-only financial planning and investment advisory firm focused on helping individuals and families prepare for retirement and plan for the cost of college.

As a CERTIFIED FINANCIAL PLANNER™ since 2004, I have provided comprehensive financial planning and investment advisory to mass affluent and high net-worth clients for two highly regarded fee-only wealth management firms.  My areas of expertise are vast and include:

  • – Budgeting & Cash Flow
  • – College Planning
    • – Saving ON the cost of college, not just FOR the cost of college
  • – Debt Management
  • – Employer and Employee Plan Benefits
  • – Estate Planning
  • – Insurance Planning and Analysis
    • – Disability
    • – Life
    • – Long-Term Care
    • – Property & Casualty / Personal Umbrella Liability
  • – Investment Management
  • – Retirement Planning
  • – Small Business Planning
  • – Social Security Optimization
  • – Socially Responsible Investing
  • – Tax Planning
  • – Charitable Giving
  • – Wealth Transfer

Columbus Street Financial Planning is not affiliated with any bank, brokerage firm, or insurance company. This creates a conflict-free environment in which we do not sell any products by design.  Simply put, our only duty is to the clients we partner in Central Ohio and across the country.

As a fiduciary, we have an obligation to place clients’ best interests above ours through the delivery of objective and tailored advice to help clients achieve their financial goals and live life on their own terms.

I served as chapter President of Central Ohio Financial Planning Association in 2012 and 2013 and led the charge to bring Financial Planning Day to Columbus, Ohio, where pro-bono, one-on-one advice is provided by CFP® professionals at locations throughout the United States.

I am also passionate about giving back to the community and specifically helping at-risk children as a Trustee with the Kiwanis Club of Columbus. And as a Veteran, I support Honor Flight, a non-profit organization whose mission is to transport America’s Veterans to Washington, DC to visit those memorials dedicated to honor the service and sacrifices of themselves and their friends.

My wife, Susan, and I reside in Grove City, Ohio with our two children, Brady and Carter. Our leisure time is spent enjoying watching our sons play competitive lacrosse, golfing as a family, and visiting and hiking our scenic National Parks (see my website for recent pics from our trip to Yellowstone and Grand Teton).

Thank you for reading about Columbus Street Financial Planning and please visit our website for more information on how we can help you by clicking the link to the left.

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Ideal Clients

  • College Planning
  • Established Professionals
  • Gen X
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $83.33/mo
  • Quarterly Fee: $250/qtr
  • Flat Fee: $1000/engagement
  • Hourly Fee: $250/hr
  • AUM: 0.85%

SEC Records

States Registered

  • Ohio

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