A trusted advisor to decision-makers, growing families, and business owners who are serious about planning and financial literacy.
I build strategies that align with your unique goals, values, and lifestyle. Whether you're planning for retirement, investing for the future, or just looking to get your finances organized, my team and I partner with open-minded, responsible clients who want a long-term resource they can rely on.
If you're ready to take control of your financial future, let’s connect!!
Overview
Hired 22 times
Background checked
License verified
3 employees
8 years in business
Business hours
This pro hasn't listed their business hours.
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Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
2022
2021
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
22 reviews
5
100%
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Read reviews that mention:
Tiara F.
May 22, 2025
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Hired on Thumbtack
I had my first call with Brittany last week and she was wonderful! What I liked the most was that she was able to personalize a game plan that fit my needs based on my lifestyle. She is upbeat and overall a great vibe & is very knowledgeable. For someone like myself that doesn’t have much experience with finances she has really made everything easy to understand.
Highly recommend!
Personal Financial Planning
Brittany A.
Mar 25, 2024
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Hired on Thumbtack
So- I started my new year stressed about finances. I am newly married and just needed some guidance. I always thought financial advising was primarily for wealthier people and Brittany was SO informative, kind and helpful. She did a consultation with me, gave me some tips and introduced me to ideas I hadn’t ever heard of. I have a masters degree and these are still ideas I hadn’t ever thought of, my husband and I are following her advice and planning to work with her in the future. We’re so grateful for Brittany!!!
Personal Financial Planning
Linda H.
Nov 7, 2020
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Hired on Thumbtack
Brittany made me feel like I wasn’t a failure and gave me hope m. So far she is walking step in step with me to secure a wealthy financial for myself and family.
Personal Financial Planning
Annie B.
Jul 7, 2020
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Hired on Thumbtack
Brittany was the top advisor on thumbtack and she’s proving to be the best advisor out there! Her and her team have helped explain things thoroughly to me and I feel extremely confident that she’s helping me make the best decisions for my finances.
Personal Financial Planning
Christie S.
Oct 23, 2020
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Hired on Thumbtack
Brittany thoroughly explained everything to me from the budget, to my short-term and long-term financial goals and how they can be achieved. I have a better sense of how to manage my finances in a way that aligns with my goals and the steps to take to achieve my goals.
Personal Financial Planning
Credentials
License
License type: Broker (Securities)
License state: OH
License verified on 3/1/2025
Background Check
Brittany Price
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I do not charge for consultations. We do offer fee-based and non-fee based planning.
What is your typical process for working with a new customer?
The first meeting is all about the client. We talk about goals, things you currently have in place, budget and really just get to know you. While gathering facts that will help my team and I build an awesome plan for you and your family.
The following meeting, will be to cover your plan and recommendations. This is your plan, so we want to make sure it tailors your needs and budget. As well as answering any questions, so that you feel empowered and educated moving forward.
What education and/or training do you have that relates to your work?
Life and Health Insurance License and Finra Series 6, 63 & 7 licenses.
Licensed in multiple states.
