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Professionalism Integrity

We strive to be the leading financial planning firm in the Southeast by providing the highest level of professional advice, integrity and first-class service.

Programs & Services

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Our Individualized

Process

  • Initial Consultation

    Step 1

    Initial Consultation

    Overview of our process. Review your financial situation. Establish financial goals and identify concerns.

    Gather Data
  • Gather Data

    Step 2

    Gather Data

    Compile all relevant data to assemble complete financial picture.

    Analyze
  • Analyze

    and Develop Strategies

    Step 3

    Analyze

    and Develop Strategies

    Analyze current situation and develop comprehensive strategies.

    Presentation
  • Presentation

    of Recommendations

    Step 4

    Presentation

    of Recommendations

    Periodic progress and growth update meetings. Check status of recommended actions and goals achieved. Determine if life events warrant modifications to strategy.

    Implementation
  • Implementation

    Step 5

    Implementation

    Evaluation of financial recommendations. Establish timeline for execution. Commence with implementation.

    Progress & Growth
  • Progress & Growth

    Updates

    Step 6

    Progress & Growth

    Updates

    Check status of recommended actions and goals achieved.

    Progress & Growth

Accolades & Recognition

Firms have the ability to win and compete against a standard of excellence at gold, silver, and bronze levels. The award is based on a point system that rewards performance on key measures, which incl... Read More

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NAIFA’s Top Female  Advisors

NAIFA’s Top Female Advisors

2016

Top 40 Under 40

2017

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