Personalized Financial Planning Designed for Entrepreneurs
You’re an expert at what you do. But even experts need a financial co-pilot.
As an entrepreneur, running your small business demands your full attention. With so much on your plate, financial tasks are often overwhelming or neglected.
At Cognition Financial, we step in to lift this weight off your shoulders.
As your personal CFO, we handle the financial side of your business and life. From daily finances to long-term planning, we help you navigate budgeting, investments, tax strategies, and retirement planning, aligning your business and personal goals. We seek to support you, giving you back hours of time and peace of mind, knowing your finances are taken care of.
Does this sound like you?
⏳ Juggling small business growth and financial management feels never-ending.
💰 Financial planning takes a backseat to daily operational demands and client needs.
🤔 Decision-making happens without considering the impact on your personal and financial well-being.
We get it because we’ve been there too.
And we’re here to help lift the burden of these common challenges. With Cognition Financial by your side, imagine a future with:
📊 A clear plan to grow your small business, freeing you to focus on what you love.
😌 Peace of mind knowing your family’s future is bright and secure.
💵 Financial choices made with ease, backed by expert advice.
We’re here to make this your reality, turning financial stress into financial success. Book your free consultation to learn more about how we support entrepreneurs like you.
Meet Cognition Financial
Jason Marsh – your financial planning partner in Dublin, Ohio.
I understand managing money is more than numbers. It’s about your future, your dreams, and peace of mind. As an independent, fee-only fiduciary advisor, I specialize in guiding ambitious entrepreneurs, growing families, and driven individuals through the complexities of financial growth and planning.
To put it simply, my approach is rooted in partnership with you. Picture having an experienced, finance-obsessed best friend who always has your best interests in mind.
Partnering with me means:
✔ Financial planning designed to grow with you.
✔ Strategies tailored to your goals.
✔ Transparent advice that makes decision-making easy.
That’s my promise to you.
The CF Approach
Our approach centers around a different perspective – yours.
We work with and serve our clients for the long haul. When you partner with us, here’s what you can expect:
Customized Services
Whether looking for investment advice, tax strategies, or ways to protect your assets, we design our services around your specific goals and situation.
Ongoing Support
Your financial journey is continuous, and so is our support. We’re here for the long term, offering guidance as your business and personal life evolve. Expect proactive check ins, timely adjustments, and an open door for all your questions.
A Holistic View
We combine tax planning, personal financial management, and business finance strategies into one comprehensive plan. This holistic approach ensures every piece of your financial puzzle fits together, maximizing your potential for growth and security.
Collaboration
We coordinate with your CPA, attorney, and other professionals. This effort ensures every aspect of your financial plan is carefully reviewed and optimized, providing the best possible outcomes.
Education
Learning and education are at the heart of everything we do. When you work with us, expect clear explanations and advice – without industry jargon. Our goal is to help equip you so that you feel confident making informed money decisions.
Learn more about how we serve our clients.
We believe in transparency.
We prioritize open communication, including our pricing and fees. To decide if our services match your budget and goals, view the details on our pricing page.
Your financial co-pilot for business and life.
Let’s start this journey together. Whether you have specific questions or need help knowing where to begin, we’re here to help.