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Melody Brady, MBA, CFP®

Melody Brady, MBA, CFP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$300one time
Next Available: 8/17/2026 1:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$4,500one time
Next Available: August 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$500/ month
(billed $1,500 every three months)
5/7 spots available!
Which service is right for me?

About Melody

14
years of experience
83
The Hour meetings
8
The Plan engagements
4.90
average review

Bio

Hi, I’m Melody! I’m a CERTIFIED FINANCIAL PLANNER™ and Wealth CFO at Forefront Wealth Partners, where I partner with professionals and families to help grow, protect, and pass on their wealth—with intention. With over a decade of experience, I specialize in helping mid-career professionals and business owners simplify complex financial decisions so they can focus on what matters most. Whether you’re juggling career and family, preparing for a major transition, or just want to feel more confident about your financial future, I’m here to guide you. My approach is personal, strategic, and collaborative. I believe in creating financial plans that reflect your values, support your goals, and give you clarity every step of the way. Let’s create a plan that helps you live more fully—today and in the years to come.

I Can Help You With

401k rollover
Annuities
Budgeting
Charitable giving
Debt management
Estate planning
Faith based investing
Getting started with investing
Investing for kids
Roth conversions

I Enjoy Working With

Child-free
Divorcees
Families with children
Government employees
Healthcare professionals
Pre-Retirees
Tech employees
Widowed Spouses
Young couples

Personal Stuff

Life in Columbus with my two little explorers is an adventure! When I'm not building financial plans, I'm usually navigating playground escapades, discovering the best ice cream spots in town (recommendations welcome!), or just enjoying the simple joys of family time. Originally from Germany, I've called a few places home, but I'm loving putting down roots here in Ohio.

Education & Designations

Cal State Northridge
B.S. Business Administration - Finance
Certified Financial Planner

Experience

Wealth CFO
Forefront
2025 – Present
Beechmont Financial
Founder & Principal Financial Planner
2024 – 2025
University Federal Credit Union
Financial Advisor
2014 – 2023
Charles Schwab & Co
401k Advice Consultant
2011 – 2014

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Melody Brady, MBA, CFP® — Fiduciary Financial Advisor | Nectarine