What are you working toward, and how can a financial plan help you get there?

We believe that thoughtful, detailed planning is one of the most effective ways to create financial security, and our approach is centered around the idea that your "why" is just as important as the "how.”

From our initial meeting, we want to know what truly matters to you, and it’s our mission to coordinate all aspects of your financial life to get you valued advice.

We look forward to working with you!

Schedule An Appointment

Our Prospective Client Planning Process

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs.

So what are the steps?

1. Introductory Call - 15 minutes

This call is an opportunity for us to learn more about each other and for me to understand your specific questions and goals. I will also explain our process and how we might be able to help you. If at the end of the call we both feel that it makes sense to continue the process, we’ll move on to the next step.

2. Discovery Meeting - 45-60 minutes

The purpose of this meeting is to get a really deep understanding of what you’re trying to accomplish and to talk through each of your goals and concerns. This information will help us when preparing your one-page financial plan and allow us to give you specific recommendations based on your unique situation.

3. Data Request / Develop One-Page Plan

After the meeting, I will send you a data request asking for your financial statements and ask you clarifying questions to fill in any blanks. I will do this through secure email for your security and privacy.

I will then review and analyze all the data and prepare a plan that addresses each of your goals, with actionable recommendations.

4. Financial Plan Review Meeting / Discuss Next Steps - 60 minutes

I will present the plan, reviewing it with you one step at a time. Please know that there is no “hard sell” at this meeting – our goal is to help you make an informed decision. If you are comfortable moving forward and confident that I am the right advisor to help you, we would then discuss our ongoing service model, fees, and the process of transferring your accounts.

Meet Our Team

Jonathan | Wealth Advisor | Kesselman Wealth Management OH

Jonathan Kesselman JD, CFP®

Wealth Advisor

Wealth Advisor

440-709-3315
Jonathan.Kesselman@lpl.com

Jonathan is the lead relationship manager and CERTIFIED FINANCIAL PLANNER® for Kesselman Wealth Management.

Jonathan spent almost...

Independence, powered by LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets they serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. They are steadfast in their commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, they take care of their advisors, so that I can take care of my clients.

San Diego Office

South Carolina Office

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

How Can We Help You?

Find out how we can help you reach your financial freedom

Learn More Contact Us