Fee-Only Financial Planning For Individuals & Couples Over Age 50 In Dayton & Southwest, Ohio

Retire With Confidence &
Live Your Ideal Lifestyle

Who we help

You’re Age 50+ & You’ve Saved $750,000+ for Retirement, But You Have Questions...

Retiring Successfully

How soon can I retire and live my ideal lifestyle?

Investing With Confidence

Are my investments set up correctly to support my retirement goals?

Reducing Taxes

How can I reduce taxes in retirement?
OUR SERVICES

Achieve Financial Confidence
& Peace of Mind

Whether your ideal retirement includes escaping the Midwest winters or simply living a life of happiness, we are here as your trusted financial partner to help you prepare for the next STAGE of life.

Retirement Planning

Our passion is to help you retire the way you want, with confidence. As fee-only financial advisors, we will guide you through every step of your financial journey, ensuring you can confidently live your ideal retirement. If you're already retired, we'll help refine your strategy so that you have the peace of mind that you are looking for.

THE STAGE READY FINANCIAL PLANNING DIFFERENCE

Get the Support You Need

Fiduciary Partnership

We are proud to serve the Dayton & Southwest, Ohio communities as fiduciaries. With Stage Ready Financial Planning, you can feel confident knowing that your financial advisor puts your best interest first.

Fee-Only Advisor

Our fee-only service model offers you objective advice with transparent pricing. We never accept commissions. Have peace of mind knowing that we will be your trusted fee-only financial planner.

CFP® Professional

As CERTIFIED FINANCIAL PLANNER® professionals, we are committed to the highest ethical standards and strive to offer you the best advice to help you reach your financial goals.

We are proud members of
Certified Financial Planner

Our Client’s Retirement Success Stories

We know what it feels like to worry that
you’re not doing the right things financially...

Planning For Retirement

Laura & Steve

Laura (age 58) & Steve (age 60) are getting serious about retiring while they are healthy to travel, spend time with family, & go hiking in their favorite national parks. They aren’t sure if they’ve saved enough to support their ideal lifestyle and are worried about building a reliable income from their investments that can weather volatile markets.

Interested
in Working Together?

Get started in
3 easy steps

Schedule Your Intro Call

Step 1

Schedule Your Intro Call

Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.

Step 2

We Build Your Planning Overview

We will create a personalized, high-level overview for you so that you can get a feel for our advice. This overview will be yours to keep whether we work together or part as friends.

Step 3

Are We A Good Fit Meeting

We will review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances.

About Us

Retirement Planning Is Our Specialty

Stage Ready Financial Planning is a fee-only financial planning firm based in Dayton, OH proudly serving individuals & couples over age 50 looking to retire with confidence to live their ideal life.

At Stage Ready Financial Planning, we know you want to have the freedom and peace of mind to spend your ideal retirement with the people you care about, doing the activities you love most.

The problem is that you aren’t sure if you are on the right track with your retirement savings goals, you’re worried your investments aren't set up correctly to support your income needs, and you’d really like to pay less in taxes so that you and your family can keep more of your hard earned money.

We know how financial worries can prevent you from confidently living your ideal lifestyle. As fee-only financial advisors, we are passionate about creating a plan to eliminate your worry and put you on a path to feeling confident and fulfilled.

Who We Are Experience & Services

Are You Prepared For Retirement?

Download our free checklist "What issues should I consider before I retire?" and make sure you are on the right track!

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Retire With Confidence &
Live Your Ideal Lifestyle

Schedule Your Intro Call