Life Planning Professional & owner of Milestones Financial Planning
Clarksville, Tennessee Area
- Current
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- Owner at Milestones Financial Planning, LLC
- President at Johanna Fox, CPA, Inc.
- Mentor to small business owners at Johanna Fox, CPA, Inc.
- Education
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- David Lipscomb University
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- Industry
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- Websites
Johanna Fox Turner, CPA, CFP(R)’s Summary
I am the owner of Milestones Financial Planning, LLC and Johanna Fox, CPA, Inc.
•Our clients agree on the yearly cost for planning services in advance using FPA’s (Fixed-Price Agreements). They have unlimited service and dedication from us at no additional charge.
•Your first consultation is free.
•Although we specialize in working with women at MFP, our clients include families, single men, and committed couples.
•I am a CPA (business owner for most of 30 years), CFP® and a Life Planning Professional. I have been through Advanced Life Planner training and am currently the only Life Planner in either Kentucky or Tennessee to be in the mentorship program to be a Registered Life Planner®.
•Life Planning is financial planning “done right”. YOU and your LIFE’S DESIRES are my clients, NOT your money.
•Investment management services: we primarily invest in passively-managed and indexed mutual funds.
•Life planning services are for both singles and couples
•Our firm is located next door to our sister firm, Johanna Fox, CPA to provide a convenient option for clients who would like to have both tax and financial needs handled in a single professional environment.
•We have clients throughout the USA. Our paperless, technically-advanced atmosphere allows us to work seamlessly with clients from one to one thousand miles from our front door
Johanna Fox Turner, CPA, CFP(R)’s Specialties:
•Life Planning Professional specializing in women in transition
•CERTIFIED FINANCIAL PLANNER™
•Investment management
•Target market 125 miles from Paducah, KY
•Business startups and choice of entity
•Marketing for business growth
•Business consulting
•Multi-state tax preparation and planning
•QuickBooks ProAdvisor firm (setup, training, support)
•Estate planning
•Retirement planning
•Specializing in long-distance client relationships
Johanna Fox Turner, CPA, CFP(R)’s Experience
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Owner
Milestones Financial Planning, LLC
(Privately Held; 1-10 employees; Financial Services industry)
November 2007 — Present (1 year 9 months)
Our business is targeted to women of all ages, but we also work with men and couples. We offer "Life Planning", which is designed to enable individuals at all stages of their lives to set and accomplish important goals for their lives. We closely monitor these goals to modify them and the methods of accomplishing them and do this by developing very close and long-term relationships with our clients.
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President
Johanna Fox, CPA, Inc.
(Accounting industry)
October 1994 — Present (14 years 10 months)
Business consulting and business coaching - assisting with business startups and business growth.
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Mentor to small business owners
Johanna Fox, CPA, Inc.
(Accounting industry)
January 1982 — Present (27 years 7 months)
While I enjoy running my own businesses, some of the most gratifying time I spend is as a mentor to those who are just starting out in business. I have been there, done that, and seen it all and it is my way of paying back the lessons that I have learned from others, while trying to help those younger or less experienced than I avoid some of the mistakes I have made in my business journey!
Johanna Fox Turner, CPA, CFP(R)’s Education
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David Lipscomb University
1975 — 1979
Additional Information
Johanna Fox Turner, CPA, CFP(R)’s Websites:
Johanna Fox Turner, CPA, CFP(R)’s Interests:
distance cycling; reading; baking; gardening; travel
Johanna Fox Turner, CPA, CFP(R)’s Groups:
Mayfield-Graves Co Chamber of Commerce President-Elect; Financial Planning columnist for Four Rivers Business Journal; KY Society of CPAs; past Vice-President Impact Chapter of BNI; Financial Planning Association; past Chairman of Graves Co Republican Party; former City Council member; former Board of Trustees, Mid-Continent University; founder, Bellemeade Neighborhood Assn
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LinkedKentucky -
BNI Members in the KY-TN-IN regions
Johanna Fox Turner, CPA, CFP(R)’s Honors:
Goldline Research's 2008 Top 10 Most Dependable Accounting Firms in the Southeast Award Winner
Johanna Fox Turner, CPA, CFP(R)’s Contact Settings
Interested In:
- new ventures
- job inquiries
- expertise requests
- business deals
- getting back in touch
