Contact us
I would love to help you meet your financial goals.
Personal meetings, whether near or far
virtual Meetings
Tranquil Path Financial Planning has adopted a convenient remote-first meeting system that retains the experience of the traditional in-person meeting. Our virtual meetings feature video conferencing complete with multimedia support for our financial presentations.
In-person meetings
Tranquil Path Financial Planning is based out of beautiful Independence, Ohio, which is a stone’s throw away from both Cleveland, Ohio and Akron, Ohio. If you are in the area and you become a client, Britta would love to meet you in person!
Take your first step forward
The first step to becoming a client is to complete our discovery questionnaire.
Discovery Questionnaire
This quick questionnaire will help us learn about you to determine if we are a good fit for you. If so, we will schedule a quick call. If not, we will send you some resources or suggestions of planners who may be better able to meet your needs.