Alexander Financial Planning

10/19/2026

What would you like more time for in retirement? ✨

Exploring somewhere new? Spending more time with family? Finally getting to the things that always seem to wait until “someday”?

That’s where retirement planning starts. With you.

During National Retirement Security Week, take a moment to consider whether your financial plan supports the life you’re imagining. Do your savings, expected income and spending needs line up with your goals? Has anything changed since you last checked?

You don’t need every answer to start the conversation. We’re here to help you connect the pieces.

Read our recent blog for more to consider as you plan for retirement:

Retirement planning is about understanding your options and making decisions that support the life you want to live.

10/13/2026

Medicare Open Enrollment begins October 15.

Between October 15 and December 7, you can review your current Medicare coverage and make changes for the year ahead.

Even if you’re happy with your current plan, it’s worth taking a little time to review what may be changing for 2027, including your coverage, costs, prescriptions and provider network.

Health care is an important part of your overall financial picture. If you’re considering changes to your Medicare coverage, we can help you think through how those decisions may fit into your broader financial plan.

10/07/2026

Today is World Financial Planning Day, and October is Financial Planning Month. This gives us a chance to celebrate something we believe in every day: 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐬𝐡𝐨𝐮𝐥𝐝 𝐬𝐭𝐚𝐫𝐭 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐥𝐢𝐟𝐞 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐥𝐢𝐯𝐞. It has never been just about the numbers.

What do you want it to look like? What matters most to you? What are you excited about, worried about, or hoping to accomplish in the years ahead?

Those are the conversations that help give the numbers meaning.

We want to help our clients use their resources to build an amazing life, whatever that looks like for them. Sometimes that means working toward a big goal. Sometimes it means navigating a change, making a difficult decision, or simply having the confidence to enjoy what you’ve worked so hard to build.

Because financial planning isn’t just about accumulating more. 𝐈𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐦𝐚𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭 𝐨𝐟 𝐰𝐡𝐚𝐭 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐚𝐧𝐝 𝐮𝐬𝐢𝐧𝐠 𝐢𝐭 𝐭𝐨 𝐜𝐫𝐞𝐚𝐭𝐞 𝐚 𝐥𝐢𝐟𝐞 𝐭𝐡𝐚𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬 𝐭𝐨 𝐲𝐨𝐮.

10/01/2026

This week, we are celebrating Nathan’s four year anniversary with Alexander Financial Planning! 🎉

Over the past four years, Nathan has brought knowledge, dedication, and a thoughtful approach to helping our clients make confident financial decisions. His commitment to continued learning and his genuine care for the people we serve make him such an important part of the AFP team.

Nathan, thank you for everything you contribute to AFP and our clients. We are grateful to have you on our team and look forward to celebrating many more milestones with you! 💙

09/22/2026

American Business Women’s Day is an opportunity to recognize the women in our community who have taken the leap to build something of their own, create opportunities and pursue their own definition of success.

As a woman business owner herself, Teri knows how much goes into building a business. We’re fortunate to know and work alongside so many women doing just that, and we’re proud to recognize all they have built and what’s still ahead.

09/15/2026

🎉 Today, Alexander Financial Planning celebrates 29 years!

On September 15, 1997, AFP opened its doors with a commitment to providing thoughtful, personal financial planning. Nearly three decades later, that commitment remains at the heart of everything we do.

Over the years, our knowledge has grown, our team has evolved, and the financial world has certainly changed. What has remained constant is our belief that money has two equally important sides: the technical side and the personal side.

We are proud to be a female owned firm built on experience, lifelong learning, and a genuine desire to understand the people behind the numbers.

Most of all, we are grateful for the clients who have trusted us with their stories, their transitions, their goals, and their futures. You are the reason we are celebrating today.

Here’s to 29 years of Alexander Financial Planning and to everything still ahead! 💙

09/13/2026

Grandparents can play so many roles in a family. They are caregivers, cheerleaders, storytellers, sounding boards and sometimes the people everyone calls when a little extra help is needed. ❤️

On Grandparents Day, we’re celebrating those relationships and the time grandparents spend building memories with the people they love.

Those relationships can also shape how you think about the years ahead. Maybe you want to travel with your grandchildren, help them pursue an opportunity, spend more time together, or simply be available when your family needs you.

Whatever that looks like for you, it’s worth making room for it in the future you’re planning.

Happy Grandparents Day!

09/11/2026

Today, we remember the lives lost on September 11 and honor the first responders, service members, and everyday people who stepped forward to help others.

As we mark the National Day of Service and Remembrance, we’re reminded of the strength that comes from showing up for one another and caring for our communities.

We remember. We honor. We serve.

09/08/2026

33 years ago today, Teri Alexander became a CERTIFIED FINANCIAL PLANNER™ professional. 🎉

While a lot has changed in the financial world since then, what Teri values most about her work as a fee-only financial life planner has stayed the same.

It starts with deep listening to each client’s story, understanding what they want their financial life to look like, and turning their vision into reality. After 33 years, this passion continues.

Congratulations, Teri, on 33 years as a CFP® professional!

09/06/2026

It’s National Read a Book Day! 📚

The newest addition to Teri’s bookshelf is one with a personal connection.

Her friend Kacey Kowars recently published his first novel, The Rise of Russell Ross, set right here in Columbus. After 25 years on Wall Street and a second career as a teacher, Kacey turned his longtime interests in reading, writing, and the stock market into a novel.

There’s something special about seeing a friend accomplish a longtime goal. Congratulations, Kacey, on your first novel!