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The initial meeting is complimentary. You decide if hiring a financial planner is the right decision after our meeting. We’ll work together to pick the type of planning that best meets your needs. No payment is required until your plan is finished and you are satisfied the planning process met your expectations.

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The Advisory Firm - Life Stages

How can a fee-only fiduciary Certified Financial Planner™ help YOU?

As an Alpharetta, Georgia based NAPFA Registered fee-only financial planner we start with your goals in life. What is it that you would like to accomplish? Retirement planning, investment management, tax questions? We act as your Personal Financial Officer / Wealth Manager to help answer your questions and design a plan for you to reach your goals.

Whether in your prime career, nearing retirement or already in retirement, we are happy to discuss how building a financial plan can benefit you. Our fee structure for planning, investment and tax services is transparent.