Sana Haque is a CFP-designated registered investment advisor at Gianola Financial Planning, LLC, based in Worthington, OH, with 12 years of industry experience. Sana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Jump Start - A one-time, two-and-a-half-hour review focusing on two to three specific planning issues for $1,500.
- Special Financial Planning Projects - Undertaken on occasion, such as implementation of Financial Jump Start recommendations, ranging from $1,000 to $2,500.
- Full Retainer Engagement - Comprehensive financial planning for a fixed annual fee, with a minimum initial fee of $3,500.
Location
6797 N. High Street, Suite 324, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gianola Financial Planning, LLC
State Registrations2 states
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