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Fee-Only Financial Planning

A keen understanding of your goals and values is essential to building a plan that is unique to your needs and financial objectives.

Areas of focus include:

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Risk Management
& Insurance planning

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Tax
Planning

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Estate
Planning

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Investment
Approach

WHO WE WORK WITH

  • Nearing Retirement
  • Retirees
  • With aging parents
  • Life changing event
  • Funding college

BY LIFE EVENT

BY client type

  • Families & individuals
  • Federal Goverment
    employees
  • Emory employees
  • University System of GA employees

SAMPLE FINANCIAL PLANS

Preview these sample financial plans to see what is typically included in our plans

Nearing
Retirement

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Saving for Retirement

Sarah, a physician in her late 30’s focused on savings and planning for retirement.

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Life Changing Event

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Schedule your Complimentary
First Consultation

SCHEDULE MY CALL