Financial Planning
We appreciate the opportunity to present our firm and process we use to analyze your personal circumstances. One of the benefits of working with a financial planner is the ongoing, personalized advice you receive; especially from a planner with whom you have a relationship and is
familiar with your goals and objectives.
Our financial planning process requires us to collect significant information to fully understand your current financial landscape. Accurate and detailed information is key to projecting a realistic outcome. We base our assumptions off historical and current modeling and can illustrate as much detail as you are willing to explore.
Our Four Meeting Process for Your Financial Plan:
Our Four Meeting Process for your Financial Plan is a dedicated and thoroughly designed approach to cater to your varied financial needs. We've carefully structured this process to provide a comprehensive financial canvas that encompasses a wide array of services, such as Investment Analysis, Retirement Planning, and even analysis of major life changes. Beginning with an introductory meeting, we journey with you through data gathering, insightful discussions, and optional investment recommendations. This process ensures we understand your financial picture in depth and can provide personalized recommendations that align with your financial aspirations.
MEETING 1: INTRODUCTION - We get to know each other and better understand reasons for seeking financial
guidance. We begin our relationship with Financial Planning services only. You may choose to have us manage
investments under a separate agreement. In our Retirement Analysis Presentation, we may recommend that
you speak to an outside professional to explore specific legal, insurance, or accounting solutions as we do not
provide legal advice, accounting services, or prepare tax returns. Outside professionals have their own terms of
engagement/fees and we do not receive referral fees from them. We will invoice you a flat fee for financial
planning services at the conclusion of our presentation meeting. The typical fee is $2000, but this may vary depending on complexity.
The fee is often discounted if you wish for us to manage your investments.
MEETING 2: DATA GATHERING - Together we review your information to gain a full understanding of your
financial picture. It is important for you to provide complete and accurate information as requested. This is a
confidential relationship and the information you provide will be treated as such. We only disclose confidential
information as required by law or as described in our Privacy Policy.
MEETING 3: PRESENTATION & DISCUSSION - We provide several scenarios including your current path and
recommendations to help you reach your goals. Ultimately, it is your choice to do what you feel is appropriate.
We will continue to work with you to implement recommendations you accept.
MEETING 4: INVESTMENTS (OPTIONAL) - After plan analysis, we offer recommendations and potential invest‐
ment management, either on our platform or as a supplementary service to assets held elsewhere. We aim to
blend your current risk tolerance with your account types, savings and distribution strategies, investment goals,
and long-term needs.
FOLLOW-UP
From time to time after your plan is delivered, we may check in to inquire about progress, changes, or ongoing
needs to ensure success. We are happy to update your plan intermittently so you may evaluate plans of action
and explore additional life changes.
CONFLICTS OF INTEREST & PRIVACY
We will advise you of any conflicts of interest. The privacy of your data and plan details are a priority.
SERVICES THAT MAY BE INCLUDED AS PART OF YOUR FINANCIAL PLAN
Budgeting Analysis Divorce/Marriage Planning Portfolio Review & Allocation
Investment Analysis Insurance Planning Tax Analysis
Retirement Planning Education Planning Debt Elimination/Credit Planning
Other Investment Analysis Medicare & Social Security Charitable Giving
Final Wishes Planning Business Consulting Analysis of Major Life Changes
Proudly Providing Financial Planning To The North Georgia Region
We have clients from coast to coast but we are available for local meet-ups to discuss your financial plan in the following areas:
We are also available for Nationwide (Virtual) Financial Planning Calls.
We pride ourselves in providing the highest quality advice tailored to our clients' unique needs and goals. With years of experience, we are driven to help you reach your financial success quickly and efficiently. Get in touch with us today! Let us show you why so many individuals and businesses trust us to guide them through their financial journeys. We look forward to meeting you!
We appreciate the opportunity to present our firm and process we use to analyze your personal circumstances. One of the benefits of working with a financial planner is the ongoing, personalized advice you receive; especially from a planner with whom you have a relationship and is familiar with your goals and objectives.
Our financial planning process requires us to collect significant information to fully understand your current financial landscape. Accurate and detailed information is key to projecting a realistic outcome. We base our assumptions off historical and current modeling and can illustrate as much detail as you are willing to explore.
MEETING 1: INTRODUCTION - We get to know each other and better understand reasons for seeking financial guidance. We begin our relationship with Financial Planning services only. You may choose to have us manage investments under a separate agreement. In our Retirement Analysis Presentation, we may recommend that you speak to an outside professional to explore specific legal, insurance, or accounting solutions as we do not provide legal advice, accounting services, or prepare tax returns. Outside professionals have their own terms of engagement/fees and we do not receive referral fees from them. We will invoice you a flat fee for financial planning services at the conclusion of our presentation meeting. We typically invest at least 25-30 hours of work into each financial plan and the cost will range between $1500 - $2000 depending on complexity. The fee is often discounted if you which for us to manage your investments.
MEETING 2: DATA GATHERING - Together we review your information to gain a full understanding of your financial picture. It is important for you to provide complete and accurate information as requested. This is a confidential relationship and the information you provide will be treated as such. We only disclose confidential information as required by law or as described in our Privacy Policy.
MEETING 3: PRESENTATION & DISCUSSION - We provide several scenarios including your current path and recommendations to help you reach your goals. Ultimately, it is your choice to do what you feel is appropriate. We will continue to work with you to implement recommendations you accept.
MEETING 4: INVESTMENTS (OPTIONAL) - After analyzing your current financial picture, we can offer recommendations and management for your investments, either on our platform or as a supplementary service to your assets held elsewhere. We aim to blend your current risk tolerance with your account types, savings and distribution strategies, investment goals, and long-term needs.
FOLLOW-UP
From time to time after your plan is delivered, we may check in to inquire about progress, changes, or ongoing needs to ensure success. We are happy to update your plan intermittently so you may evaluate plans of action and explore additional life changes. We typically reach out to you at least 4x a year.
CONFLICTS OF INTEREST & PRIVACY
We will advise you of any conflicts of interest. The privacy of your data and plan details are essential.
SERVICES THAT MAY BE INCLUDED AS PART OF YOUR FINANCIAL PLAN
Budgeting Analysis
Investment Analysis
Retirement Planning
Other Investment Analysis
Final Wishes Planning
Divorce/Marriage Planning
Insurance Planning
Education Planning
Medicare & Social Security
Business Consulting
Portfolio Review & Allocation
Tax Analysis
Debt Elimination/Credit Planning
Charitable Giving
Analysis of Major Life Changes
We appreciate the opportunity to present our firm and process we use to analyze your personal circumstances. One of the benefits of working with a financial planner is the ongoing, personalized advice you receive; especially from a planner with whom you have a relationship and is familiar with your goals and objectives.
Our financial planning process requires us to collect significant information to fully understand your current financial landscape. Accurate and detailed information is key to projecting a realistic outcome. We base our assumptions off historical and current modeling and can illustrate as much detail as you are willing to explore.
MEETING 1: INTRODUCTION - We get to know each other and better understand reasons for seeking financial guidance. We begin our relationship with Financial Planning services only. You may choose to have us manage investments under a separate agreement. In our Retirement Analysis Presentation, we may recommend that you speak to an outside professional to explore specific legal, insurance, or accounting solutions as we do not provide legal advice, accounting services, or prepare tax returns. Outside professionals have their own terms of engagement/fees and we do not receive referral fees from them. We will invoice you a flat fee for financial planning services at the conclusion of our presentation meeting. We typically invest at least 25-30 hours of work into each financial plan and the cost will range between $1500 - $2000 depending on complexity. The fee is often discounted if you which for us to manage your investments.
MEETING 2: DATA GATHERING - Together we review your information to gain a full understanding of your financial picture. It is important for you to provide complete and accurate information as requested. This is a confidential relationship and the information you provide will be treated as such. We only disclose confidential information as required by law or as described in our Privacy Policy.
MEETING 3: PRESENTATION & DISCUSSION - We provide several scenarios including your current path and recommendations to help you reach your goals. Ultimately, it is your choice to do what you feel is appropriate. We will continue to work with you to implement recommendations you accept.
MEETING 4: INVESTMENTS (OPTIONAL) - After analyzing your current financial picture, we can offer recommendations and management for your investments, either on our platform or as a supplementary service to your assets held elsewhere. We aim to blend your current risk tolerance with your account types, savings and distribution strategies, investment goals, and long-term needs.
FOLLOW-UP
From time to time after your plan is delivered, we may check in to inquire about progress, changes, or ongoing needs to ensure success. We are happy to update your plan intermittently so you may evaluate plans of action and explore additional life changes. We typically reach out to you at least 4x a year.
CONFLICTS OF INTEREST & PRIVACY
We will advise you of any conflicts of interest. The privacy of your data and plan details are essential.
SERVICES THAT MAY BE INCLUDED AS PART OF YOUR FINANCIAL PLAN
Budgeting Analysis
Investment Analysis
Retirement Planning
Other Investment Analysis
Final Wishes Planning
Divorce/Marriage Planning
Insurance Planning
Education Planning
Medicare & Social Security
Business Consulting
Portfolio Review & Allocation
Tax Analysis
Debt Elimination/Credit Planning
Charitable Giving
Analysis of Major Life Changes