There’s a reason why we operate by the motto, “Plan Smarter, Live Better,” — our team has personally experienced and seen the impact of these words on one’s quality of life. We have found that when you’re informed and all critical areas of your finances are accounted for in a holistic plan, you feel more confident about your future and your ability to make smarter financial decisions. That’s why we use a specialized approach to financial goal setting and planning and take care to explain everything along the way.
Our Core Values
To uphold our commitment to providing client-first financial planning services and education in your best interest, we stand by our core values and let them guide everything we do at Intelliplan Financial.
Integrity
As fiduciary financial advisors, our clients’ needs are always above our own. That means no matter what, you can trust us to offer advice that prioritizes your needs and benefits, never ours.
Transparency
We believe in being honest and upfront, so we’ll make recommendations but still inform you of all options available so you’re never in the dark. We also share in writing every cost, fee, or commission that is transacted throughout our relationship.
Compassion
We understand how life’s complications can financially hurt families. Sometimes the best thing we can do is listen, and we do so while being supportive no matter your circumstances and focused on helping you get back on track.
Customer-Focused
Without our clients, we are nothing, which is why we put such an emphasis on top-tier service. To keep you in the loop, we provide consistent review meetings and respond to inquiries within two business days.
Non-Traditional
If you’re looking for the same old financial advice of decades past or someone to gather your assets, we are not for you. We don’t push products blindly or provide cookie-cutter solutions. But if you want a holistic advisor with a proven history of success, look no further.
Our History
Opening Intelliplan Financial was never expected, but certainly intentional. After losing his job during the market crash of 2007, our founder Joe Overfield, relied on a Bank On Yourself® life insurance policy he purchased from a friend to support him through that time. This experience inspired Joe to become a holistic financial advisor and help others benefit from thoughtful financial planning.
Our Team
Our team of fiduciary financial advisors has over 15 years of experience providing families in the greater Columbus area and remotely across the country, with personalized financial guidance and education. We’re all here because we genuinely love helping shape our clients’ financial futures and empowering them to be confident and comfortable in their decisions. Whether you’re in retirement, saving for retirement, or navigating the many financial complexities in life, we have the diverse skills to help.
