Videos Library

We Are Total Wealth Planning

Partners talk about fee only advice

Client Portal Overview

Profile David Wilder, CFP

Profile Rob Siegmann

2018 Shred Day

Profile Rob Lemmons, CFP

Quarterly Statement Access Overview

2016 team building

Longer term perspective on Feb 2018 volatility

The Quiet Millionaire Interviews

Client Portal Notification Setup

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Total: 36

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Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.