Columbus, OH
(614) 407-4746
mike@caligiurifinancial.com

About Caligiuri Financial

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Fee only Registered Investment Advisor serving in a fiduciary capacity 

✓CERTIFIED FINANCIAL PLANNER™ (CFP®)

✓Member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN)

✓Specialize in serving physicians and physician-scientists


 

One-Time
Financial Plan

✓Schedule a free, exploratory meeting

✓Decide whether our pricing and services fit your needs

✓Schedule a meeting where we can collect the information necessary to prepare your customized financial plan

✓Schedule a time to review your financial plan

✓5% of proceeds go to a Pelotonia rider of your choice

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Financial Planning Partnership

✓ Complete the One-Time Financial Plan process

✓ Decide whether our pricing and services meet your needs

✓ Schedule a client onboarding meeting

✓ Let us implement the One-Time Financial Plan recommendations for you

✓ Build a lifelong relationship with an advisor who will serve you as your needs change

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