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At Collaborative Financial Partners, our mission is to assist people who seek to make knowledgeable decisions about their goals and pursue their personal dreams through ongoing financial planning. We do this by enhancing your relationship with us on a continual basis through open communication, increasing our knowledge, engaging in individualized guidance, and providing the high level of service you deserve. We strive to add value to our clients’ lives by helping clients and their families protect their legacy and lifestyle with flexibility, both now and in the future. One way we try to increase client knowledge is by offering a variety of free workshops to those who work with us. We want to give you the tools to build your legacy and lifestyle how you see fit. See upcoming events below and RSVP today to reserve your spot! |
2023 GIVING STRATEGIES
Clients, Join us on February 15th, 2023 for this free, virtual, workshop on charitable giving and tax elimination strategies.
Many people seek to make a difference in their communities or religious denominations through charitable giving. When you donate, are you confident in your giving and tax strategies? National Christian Foundation of Ohio President Dwight Montgomery will discuss not only why people give, but strategies behind giving, unique ways to give, and how to think about giving and taxes. For over twenty years Dwight has served as a certified financial planner and Certified Kingdom Advisor with a focus on helping families utilize resources entrusted to them by God. This event is now open to the public! 
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2023 MARKET OUTLOOK
Clients, join us on March 15th, 2023 for an inside look, with in house senior wealth advisors Chris Johnson and Jeremy Gardener, at the 2023 Market.
Get the scoop on market projections for 2023 and what this means for you. Whether you're retired, working, or in college, get the knowledge you need to make informed decisions about your future. Columbus, Ohio advisor Chris Johnson and Elm Grove, Wisconsin advisor Jeremy Gardener team up to speak with clients about this important topic. RSVP today! This event is currently open to all Vantage Clients |
Clients, join us on April 19, 2023 to learn how to use points and miles to save money and travel in style. Founder of 10xTravel.com, Bryce Conway will teach you the basics in this free, virtual session.
Get the answers on which credit cards to use and when, how to earn an abundance of points and miles without flying, how to redeem existing points for maximum value, and more. Bryce has been using points and miles to travel all over the world with his family for nearly a decade. An Ohio native, Bryce now teaches this skill to hundreds of thousands of people every year. RSVP today! This event is currently open to all Vantage Clients |
