Columbus Street Wealth Management

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Columbus Street Wealth Management As true fiduciaries, we put your goals and values first, always We help you achieve your financial goals and live life on your own terms. Contact us today!

Columbus Street Wealth Management — formerly Columbus Street Financial Planning — is an independent, flat fee-only wealth advisory firm serving families and individuals at all stages of life. Columbus Street Financial Planning is driven by the belief that the best financial and investment planning advice is delivered objectively by a CERTIFIED FINANCIAL PLANNER™ who is independent, a true fiduciary, and provides services through a transparent, fee-only compensation model. Shawn Ballinger, CFP®, is a fee-only financial planner who helps you prepare for the future and save money with transparent flat fees rather than charging you a percentage of your managed assets. Columbus Street Financial Planning is your trusted financial planner in Dublin, OH, serving clients throughout central Ohio and across the country.

10/17/2026

Medicare Open Enrollment begins October 15 and runs through December 7.

For those nearing or in retirement, healthcare decisions can have a real impact on your broader financial plan.

Reviewing coverage, expected costs, and how those choices fit into retirement income planning can help you make more informed decisions. Have questions? Call us at (614) 662-4250.

10/15/2026

If you requested a tax extension, October 15 is an important deadline to have on your radar.

It is also a useful checkpoint for year-end planning.

Once filing is behind you, it may be a good time to look ahead at contribution opportunities, tax efficiency, and any planning moves you still have time to consider before year end.

10/12/2026

National Savings Day is a great reminder that saving is not only about building a balance.

It is about giving your money a job.

Emergency reserves, short-term goals, retirement contributions, and future lifestyle plans each serve a different purpose.

When your savings strategy is tied to a bigger financial plan, it becomes easier to stay intentional and consistent. Have questions? Call us at (614) 662-4250.

10/07/2026

On World Financial Planning Day, it’s worth remembering that financial decisions are rarely isolated.

A change in retirement contributions may affect your tax picture. An investment decision may influence long-term income planning.

A thoughtful financial plan helps connect those decisions so they support your bigger goals. That kind of coordination can bring more clarity and more confidence over time. Your next step can start with a conversation. Call (614) 662-4250.

10/05/2026

One of the most common retirement questions is not just “Do I have enough saved?” but “Will my plan actually support the life I want?”

Retirement readiness often includes more than account balances. Income strategy, taxes, healthcare costs, and withdrawal timing all matter.

National Retirement Security Month is a good reminder to review the details before retirement gets closer. Let’s review it together. Call (614) 662-4250.

10/02/2026

October is Financial Planning Month, which makes it a great time to step back and look at the full picture.

Investments, taxes, retirement goals, insurance, and estate planning all affect each other, and a strong plan helps those pieces work together instead of pulling in different directions.

If you have financial goals for the next year, now is a smart time to review whether your current strategy still supports them. Let’s start the conversation at (614) 662-4250.

09/30/2026

The last few months of the year can go quickly, which makes now a good time to identify anything that still needs attention.

Retirement contributions, tax moves, protection reviews, and college funding plans are all easier to address before the calendar gets crowded.

A proactive review now can help you head into year-end with more clarity. Let’s start the conversation at (614) 662-4250.

09/28/2026

As the quarter winds down, this is a smart time to pause and review your progress.

Are your savings habits, tax planning, and long-term goals still aligned with what you want the rest of the year to look like?

A short check-in now can make year-end planning feel a lot more manageable. Let’s make a plan together at (614) 662-4250.

09/24/2026

Life insurance is often discussed on its own, but it can also complement a broader estate strategy.

For some families, it may help create liquidity, support beneficiaries, or fit into a larger legacy conversation.

The right approach depends on your goals, which is why protection planning works best when it’s connected to the full picture. Call (614) 662-4250 to talk through your options.

09/21/2026

Financial planning is most effective when it reflects your values, not just a spreadsheet.

At Columbus Street Wealth Management, the focus is on personalized guidance, transparency, and helping clients make decisions with the long view in mind.

A thoughtful plan should support the life you want to build—not just the numbers on paper. Start the conversation today at (614) 662-4250.

Address

5650 Paul Blazer Pkwy
Dublin, OH
43017

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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