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.
