Cheryl Lutman enjoys helping her clients give “every dollar a purpose.” She feels this approach helps them make the link between today’s actions and tomorrow’s achievements. By discussing their goals, desires, and current situation, Cheryl helps her clients link goals to related assets, such as setting up a college or vacation home fund.

Cheryl measures success by helping her clients achieve their goals. Some clients want to grow their net worth by a certain percentage, while others want to have enough capital to do the things they want to do without worrying. Others may want to understand the latest tax laws. Whatever their goals, Cheryl provides insights and guidance gained through her decades of experience.

Cheryl has a personal passion for supporting families with Special Needs Financial Planning. She helps guide the incredibly diverse financial planning journey for families with members who have Special Needs.

Cheryl holds a B.A. in Communications from The Ohio State University and is a member of the Financial Planning Association (FPA). Cheryl volunteers with her local Civic Association, is married, and lives in Columbus, Ohio. She enjoys gardening, crafting, and making music.