Profiles in Life Planning: Johanna Turner

Photograph of Registered Life Planner Johanna Turner

Johanna Turner, CPA, CFP®, RLP®

Profile:

Name:   Johanna Fox Turner

Certifications and memberships:
• Certified Public Accountant
• Certified Financial PlannerTM
• Registered Life Planner®
• NAPFA (National Association of Personal Financial Advisors) as a fee-only financial planner)
• Kentucky Society of CPAs
• Financial Planning Association

Business Name:
• Milestones Financial Planning, LLC
• Fox & Company, CPA, Inc.

Location: 
907 Paris Road, Suites A and B, Mayfield, Kentucky 42066 USA

Website:
www.milestonesfp.com
www.jfoxcpa.com

Favorite Parts of My Own Life Plan:    My life plan encouraged me to free myself from what I thought I was “supposed” to do and be and also helped me to discard some dreams that were actually trivial so that I could focus on what really matters.

Favorite  Life Plans I Have Helped Deliver for Clients:    A recent widow came to me, terrified of life and badly scared by a banker who told her she was almost broke. Life planning gave her clarity and confidence and gave us a great friend and advocate. Being able to touch lives in this way is truly a dream career.

 

 

 

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About George Kinder

George Kinder is known globally as the leading thinker in the financial Life Planning movement, dedicated to deliver freedom with integrity to consumers worldwide. Also known for his photography, poetry and spiritual wisdom, he is described in Professional Adviser's annual review of the "50 Most Influential People" in the world of financial advice: "George Kinder, Founder of the Kinder Institute of Life Planning, is widely recognized as the pioneer of the life planning model. The creator of an original concept which puts peoples' core life values at the heart of the advice process, he is a true visionary. His institute's training, which focuses on the human aspect of planning, is regarded by advisers as the gold standard. A life sector legend, the Harvard-educated industry veteran has been an adviser and tax planner for over thirty years and has won many industry awards. Kinder is a regular on television and radio as well as a keynote speaker at industry events and conferences and his knowledge and know-how of the life sector is second to none. But Kinder's expertise stretches way beyond the adviser realm - he is also an artist, photographer, poet, spiritual leader and author. " Kinder's website www.kinderinstitute.com/dir lists nearly 2000 advisors on 6 continents and in 23 countries who have taken his programs. He views his mission as bringing a deserved reputation for integrity back to the financial services sector and making the core ethos within financial services the delivery of a process for freedom to every human being on the planet.
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