It’s a simple, 30-minute conversation to get clarity on your goals, understand what’s going on financially, and talk through a couple of quick wins. There’s zero pressure. You’ll leave with 1–2 next steps—whether we decide to continue or not.

There’s no cost and no obligation for the introductory conversation.

Your top questions, a rough sense of income and accounts, and your goals. If convenient, bring your latest tax return and your most recent account statements.

If we decide to move forward, we’ll schedule a planning session within 10 business days.

Yes. As Certified Financial Planner® professionals, we operate under a strict fiduciary standard at all times.

The CFP® Board’s Code of Ethics requires us to act in your best interest with a duty of loyalty, a duty of care, and a duty to follow your instructions. This fiduciary obligation provides more protection than the “suitability” standard that governs some financial professionals. For added transparency, you can review any advisor’s regulatory history through the SEC’s IAPD database, FINRA’s BrokerCheck, or the CFP® Board’s official LetsMakeAPlan.org search tool.

We meet via Zoom or locally whether in our Alpharetta office, Cartersville office, or at a location convenient to our clients in North Georgia. We currently serve clients across the United States.

Absolutely. We work directly with your CPA/attorney or we can introduce you to professionals in our network.

Financial planning isn’t about predicting markets—it’s about clarity. Expect organization, proactive guidance, and a plan that helps you make confident decisions.

Yes—thank you. A simple email introduction works best, and we’ll take it from there.