Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Investment Management
- Irregular Income
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Long-term Care
- Succession Planning
- Sudden Wealth
- Nontraditional Households
- Women's Finances
How Planner Charges
Considerations: We work on fee only planning basis and have assets under management on an annual fee. We also provide insurance products as suitable from planning for current clients only.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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81 Crown Mountain Pl
Bldg A Ste 500
Dahlonega
GA
30533
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Select
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81 Crown Mountain Pl
Bldg A Ste 500
Dahlonega
GA
30533
|
|
Select
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81 Crown Mountain Pl
Bldg A Ste 500
Dahlonega
GA
30533
|
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