What
  • Accessories & Parts
  • Accounting Services
  • Acupuncture
  • Additions
  • Advertising Agency
  • Aerial Drone Photography
  • Air Conditioning
  • Air Duct Cleaning
  • Air Filtration Systems
  • Alignment & Balancing
  • Alterations
  • Animal & Pet
  • Appliance Repair
  • Appliances
  • Appliances Sales
  • Asbestos Abatement
  • Asphalt Paving
  • Assisted Living
  • Audio Visual Accessories
  • Audio Visual Services
  • Auto Dealership
  • Auto Detailing
  • Auto Detailing Shop
  • Auto Mechanics
  • Automotive
  • Awnings
  • Bankruptcy Law
  • Barbers
  • Basement Remodeling
  • Basement Waterproofing
  • Bathroom
  • Blown In Insulation
  • Body & Paint
  • Brakes & Rotors
  • Brick Repair & Install
  • Broom & Aggregate Concrete
  • Brow & Lash
  • Brow Microblading
  • Brow Threading
  • Business Coaching
  • Business Insurance
  • Business Law
  • Business Services
  • Cabinet Organizer
  • Cabinet Refinishing
  • Cabinets
  • Cabinets & Countertops
  • Car Wash
  • Carpentry & woodworking
  • Carpet Cleaning
  • Catering
  • Child Daycare
  • Chimney Repair
  • Chimney Repair
  • Chimney Sweep
  • Chiropractors
  • Cleaning & Maid Services
  • Closets
  • Closing and Title Attorney
  • Commercial Cleaning
  • Concrete
  • Concrete Staining & Stamping
  • Concrete, Brick & Stone
  • Cosmetic & Plastic Surgeons
  • Cosmetic Dentists
  • CrossFit
  • D J Services
  • Day Camps
  • Deck Staining & Sealing
  • Decks
  • Decks, Porches, and Fences
  • Decorative Painting
  • Dehumidification
  • Dental Care
  • Design, Stage, & Organize
  • Desserts and Pastries
  • Direct Mail
  • Disability Insurance
  • Document Management
  • Doggie Daycare
  • Drainage & Grading
  • Driveways, Walkways, and Patios
  • Drywall and Insulation
  • Drywall Installation
  • Drywall Repair
  • Dumpsters
  • Electrical and Lighting
  • Electrician
  • Electronic Fencing
  • Endorsed Business
  • Engine & Transmission
  • Environmental Services
  • Estate Planning & Probate
  • Event Performers
  • Event Planners
  • Event Services
  • Event Venues
  • Exhaust & Muffler
  • Exterior Doors
  • Eye Care Services
  • Facials
  • Family Doctor
  • Fences
  • Financial Advisors
  • Fire & Water Restoration
  • Fire Pits
  • Firepits
  • Fireplace & Chimney
  • Fireplace Inserts
  • Fireplaces
  • Fitness
  • Flooring & Tile
  • Flooring Installation
  • Flooring Stores
  • Florist
  • Food Truck
  • Foundation Repair
  • Foundations & Basements
  • Full Service Catering
  • Full Service Salons
  • Furniture & Accesssories
  • Garage Build
  • Garage Doors
  • Garage Floors
  • Garage Storage Systems
  • Garages
  • General Contractor
  • General Dentist
  • Generators
  • Glass & Mirrors
  • Granite, Marble, & Quartz
  • Grill-BBQ-Catering
  • Gutter Cleaning
  • Gutter Protection
  • Gutters
  • Hair Care
  • Hair Cut Salons
  • Hair Removal
  • Hair Stylist
  • Handyman Services
  • Hardwood Restoration
  • Health & Beauty
  • Health Coaching
  • Health Insurance
  • Heating
  • Holistic & Homeopathic Medicine
  • Home & Auto Insurance
  • Home Automation
  • Home Inspection
  • Home Inspector Insurance
  • Home Organization
  • Home Staging
  • Home Staging
  • Home Theater
  • Home Warranty
  • Homeopathic Medicine
  • Hot Tub Spa Maintenance
  • Hot Tub, Spa Install
  • Immigration Law
  • Indoor Lighting
  • Inflatables
  • Insulation
  • Insurance
  • Interior / Exterior Painting
  • Interior Designers
  • Interior Doors
  • Irrigation Systems
  • IT Network solutions
  • Italian Food
  • Junk Removal
  • Kick Boxing
  • Kitchen & Bath Remodeling
  • Land Clearing
  • Land Surveying
  • Landscape Curbing
  • Landscaping
  • Laser Hair Removal
  • Lash Extensions
  • Lash Lift
  • Lash Tinting
  • Lawn Mowing
  • Lawn Treatment
  • Lawns, Landscaping, & Sprinklers
  • Lead Abatement
  • Legal Services
  • Life Coaching
  • Life Insurance
  • Liners & Inserts
  • Locksmith
  • Logo Design
  • Long Term Care Insurance
  • Make Up Artist
  • Martial Arts
  • Masonry
  • Massage Therapy
  • Medical Alert Systems
  • Medical Transportation
  • Metal Roofing
  • Mobile Detailing
  • Mobile Grooming
  • Mold Remediation
  • Mortgage Lenders
  • Moving & Storage
  • Moving Services
  • Moving Truck Rentals
  • Mulch
  • Nail salons
  • Natural Stone
  • Network-IT Infrastructure
  • New Home Builders
  • Oil Change & Maintenance
  • Opthalmologist
  • Optometrist
  • Oral Surgeons
  • Orthodontists
  • Outdoor Kitchens
  • Outdoor Kitchens & Living
  • Outdoor Lighting
  • Paint & Staining
  • Party Supplies & Decor
  • Party Supply Rentals
  • Patio Furniture
  • Patio Pavers
  • Payroll
  • Pediatric Dentists
  • Pediatrician
  • Pergolas
  • Personal Injury
  • Personal Trainers
  • Pest Control
  • Pet Boarding
  • Pet Food & Supplies
  • Pet Grooming
  • Pet Grooming Shop
  • Pet Sitting & Walking
  • Pet Training
  • Pet Waste Removal
  • Phone Services
  • Photo Booths
  • Photographers
  • Photography
  • Pilates
  • Plumbers
  • Plumbing
  • Portable Heating & Cooling
  • Portrait Photographer
  • Power Washing
  • PreSchool
  • Printing Companies
  • Promotional Products
  • Radon Mitigation
  • Radon Testing
  • Real Estate Agents
  • Recreational Vehicle Insurance
  • Reiki
  • Renters Insurance
  • Replacement Windows
  • Retaining wall
  • Roof Cleaning
  • Roofing Install
  • Roofing Repair
  • Roofing Treatment
  • Roofing, Gutters, & Siding
  • Safes
  • Screens
  • Screens
  • Search Engine Optimization & Marketing
  • Security & Alarm Systems
  • Security Cameras
  • Security Guard Services
  • Security Systems
  • Security, Home Automation, & Theater
  • Self Storage
  • Senior Care Consulting
  • Senior In Home Care
  • Septic Tank Services
  • Sewer Services
  • Shower Doors
  • Shredding Services
  • Sign Company
  • Social Media Management
  • Spa Services
  • Spray Foam Insulation
  • Staffing & Recruiting
  • Stage Supplies
  • Structural Engineer
  • Sunroom
  • Swimming Pool Install
  • Swimming Pool Maintenance
  • Swimming Pool Supplies
  • Swimming Pools and Spas
  • Tile Installation
  • Tile Stores
  • Tires
  • Trash & Junk Services
  • Trash Bin Cleaning
  • Tree & Shrub Services
  • Tub & Tile Resurfacing
  • Tutoring
  • Valet Services
  • Veterinarian
  • Videographer
  • Videography
  • Vinyl Siding
  • Wallpaper Removal
  • Water Filters
  • Waxing
  • Website Design
  • Wildlife Removal
  • Window Cleaning
  • Window Repair
  • Window Tinting
  • Window Treatments
  • Windows & Doors
  • Windshield & Glass
  • Wood OR Fiber Cement Siding
  • Workout Gym
  • Wrought Iron
  • Yoga Studio
Where
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Family Wealth Planning Partners Mission

We are a wealth planning firm based in Louisville Kentucky. We founded the firm based on the belief that the more informed and educated a client is about all financial matters the more likely the client is to make better financial decisions. Better financial decisions lead to better results.

Our Process

Family Wealth Planning Partners want to change the Client Experience in the Financial Services industry.  We start by introducing our perspective clients to our unique 4-Step Onboarding process.

Initial Client Meeting

Our unique 4-Step onboarding process begins with an initial client meeting. This purpose of this meeting is to provide an opportunity for a Perspective Client to get to know us as well as an opportunity for us to get to know a Perspective Client.

The Findings Report Meeting

The Findings Report meeting is by far the most important meeting we have with a Perspective Client. We outline the Overall Client Experience.

The Financial Plan Meeting

After the Perspective Client has made the decision to hire us, we begin to develop their Wealth Plan.

Introduction to the Progress Meetings

We introduce the client to our regularly scheduled client meetings, we refer to as Progress Meeting.

Peace of Mind Radio

Hosts Brian Ramsey and Stan Rosenthal discuss a wide range of financial related topics that can sometimes boring and complicated, yet they keep the conversations fun and entertaining and yet interesting and informative.

Peace of Mind Radio airs on iHeartRadio station WKJK Talk Radio 1080

Sundays 12:00-1:00pm

Wednesdays 4:00-5:00am

 

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