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Catherine M. Mathis, CFP®

Berkeley Advisors, Inc.

303 Perimeter Center North
Suite 300
Atlanta, GA 30346
Phone: (404) 580-9560
Fax: (678) 690-8594

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Job Loss
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.