Schedule an Introductory Call

Thank you for your interest in Townsend Financial Planning.  At this time, we are being thoughtful about the number of new relationships we take on as we invest deeply in our team, our systems, and the client experience, while also preparing for an upcoming office move later this year.

This period of focus allows us to serve our current clients with the care and attention they deserve.  That said, we understand that life transitions don’t always wait.  In limited cases, we may be able to welcome individuals nearing retirement who are seeking a long-term advisory partnership and comprehensive investment management (generally more than $750,000+ in investable assets).

If you believe this may be a fit, we welcome you to reach out to our office to schedule a time for a brief introductory conversation with one of our advisors by calling 859-498-2020 or sending us an email to receive a scheduling link at: [email protected].  For those whose needs may not align at this time, we are grateful for your interest in our firm and look forward to the possibility of connecting in the future.