Coordinated Financial Planning is a SEC-registered investment adviser with its principal place of business located in Ohio. Coordinated Financial Planning began conducting business in 1983. Coordinated Financial Planning Corporation is owned and operated by Stephen H. Perrin, Jr., President. Coordinated Financial Planning offers the following advisory services to our clients: Investment Supervisory Services ("ISS") Model Portfolio Management Our firm provides portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal.
• Actively Managed: This model uses our risk model techniques. We assess risk in the market by looking at market valuations, market psychology and monetary conditions. As we assess risk rising, we reduce equity exposure and increase exposure to fixed income. As we assess increasing equity exposure, we decrease fixed income exposure. In this model, we never decrease equity less than 10% of model.
• Conservative: This model is for conservative growth investors with a smaller element of equity exposure in assets with low correlations to equities. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Through personal discussions with the client in which the client's goals and objectives are established, we determine if the model portfolio is suitable to the client's circumstances. Once we determine the suitability of the portfolio, the portfolio is managed based on the portfolio's goal, rather than on each client's individual needs. Clients, nevertheless, have the opportunity to place reasonable restrictions on the types of investments to be held in their account. Clients retain individual ownership of all securities. Our investment recommendations are not limited to any specific product or service offered by a broker dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-listed securities
• Securities traded over-the-counter
• Corporate debt securities (other than commercial paper)
• Commercial paper
• Certificates of deposit
• Municipal securities
• Variable life insurance
• Variable annuities
• Mutual fund shares
• United States governmental securities
• Interests in partnerships investing in real estate Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. To ensure that our initial determination of an appropriate portfolio remains suitable and that the account continues to be managed in a manner consistent with the client's financial circumstances, we will: 1. At least semi-annually, we arrange a portfolio review meeting with each client to update the client on their portfolio, discuss economic and market conditions, update their financial plan (if necessary) and provide guidance as to our view on where the markets are going. We also review any changes to the client situation and investment objectives. 2. Be reasonably available to consult with the client either by phone, email or a personal meeting; and 3. Maintain client suitability information in each client's file. Investment Supervisory Services ("ISS") Individual Portfolio Management Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client's individual objectives,

time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. Our investment recommendations are not limited to any specific product or service offered by a broker- dealer or insurance company and will generally include advice regarding the following securities: Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. Financial Planning We provide financial planning services. Financial planning is a comprehensive evaluation of a client's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Through the financial planning process, all questions, information and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. Clients purchasing this service receive a written report which provides the client with a detailed financial plan designed to assist the client achieve his or her financial goals and objectives. In general, the financial plan can address any or all of the following areas:
• Personal: We review family records, budgeting, personal liability, estate information and financial goals.
• Tax & Cash Flow: We analyze the client's income tax and spending and planning for past, current and future years; then illustrate the impact of various investments on the client's current income tax and future tax liability.
• Investments: We analyze investment alternatives and their effect on the client's portfolio.
• Insurance: We review existing policies to ensure proper coverage for life, health, disability, long- term care, liability, home and automobile.
• Retirement: We analyze current strategies and investment plans to help the client achieve his or her retirement goals.
• Death & Disability: We review the client's cash needs at death, income needs of surviving dependents, estate planning and disability income.
• Estate: We assist the client in assessing and developing long-term strategies, including as appropriate, living trusts, wills, review estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid and elder law. We gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by the client, and prepare a written report. Should the client choose to implement the recommendations contained in the plan, we suggest the client work closely with his/her attorney or accountant. If they don't have an attorney or accountant, we will refer them to either or both. Implementation of financial plan recommendations is entirely at the client's discretion. We also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning and business planning.
• Exchange-listed securities
• Securities traded over-the-counter
• Corporate debt securities (other than commercial paper)
• Commercial paper
• Certificates of deposit
• Municipal securities
• Variable life insurance
• Variable annuities
• Mutual fund shares
• United States governmental securities
• Interests in partnerships investing in real estate Typically the financial plan is presented to the client within six weeks of the contract date, provided that all information needed to prepare the financial plan has been promptly provided. Assets Under Management As of 12/31/2023, we were actively managing $257,818,686 of client assets on a discretionary basis and $15,314,681 of client assets on a non-discretionary basis.