Working with a trusted financial planning team can lead to less stress, more time, and higher lifetime returns.
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Is your financial situation becoming more complex? Are you missing out on growth or tax savings by self-managing your money? Do you want to spend less time thinking about money and more time focused on what matters most to you?
We're here to help.
The first step is booking a discovery call. Don't worry – it's quick, easy, and free. We'll use this time to learn more about your financial planning goals, explain our services and process, and answer any questions you have about working with our team.
We help individuals, families, and businesses who want to protect, grow, and enjoy their hard-earned savings while spending less time worrying about money.
Our clients come from diverse backgrounds, including university professors and administrators, healthcare leaders, founders, and business executives.
We focus on ongoing, comprehensive wealth management. To maintain our high standards of service and value, we are best suited to serve individuals and families with at least $1,000,000 in investable assets.
We believe financial planning is a personal and lifelong process, not a one-time event. Our advisory team is here to help you reach future goals while also living life more abundantly today.
We leave no stone unturned, and our plans are tailored to you. That’s why we work together throughout the planning process and follow a detailed set of steps along the way.
We chat over coffee (or Zoom) regarding your needs and situation, while providing an overview of our process and services. And, along the way, we want you to ask as many questions as you have so you can feel confident as we move forward together.
Step 1
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We develop and share investment opportunities to improve your financial plan and portfolio. We’ll walk you through the recommendations, so you can envision your future as our team gets to work planning for it.
Step 2
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We present you with a tax-optimized cash flow and retirement plan, often outlining multiple scenarios so you can make the best decisions for you. Other areas of focus include education planning, short-term cash needs, net worth protection, and legacy planning.
Step 3
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We sort through the noise for you and help you check the boxes on only the things you really need to do for your personal financial planning process. We provide a summary of the action items needed to implement recommendations, both previously presented and new.
Step 4
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Once your initial plan is complete, we’ll go to work monitoring it all. And, as life changes, we’ll be there for you to make any adjustments.
Step 5
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We know that choosing a financial planning team is an important life decision. As you navigate that process, here are a few helpful details about our firm.
If you have additional questions, book a free discovery call with our team.
We are a fee-only financial planning firm. We do not sell third-party products or accept commissions — ever.
Our annual fee is equal to 1% of investable assets under management for the first $2,000,000 managed. The blended fee gradually decreases to 0.25% for all assets above $10,000,000.
Because we focus our expertise on providing ongoing, comprehensive wealth management, we are best suited to serve people with at least $1,000,000 in investable assets under our management.
To maintain our high service level and value, high-earners with fewer than $1,000,000 in investable assets will be charged a supplemental fee of $250 per month and must meet specific household income requirements ($150,000 for single households and $250,000 for married/joint households).
Our management fee includes all ongoing, comprehensive financial planning and investment management services. There are no hidden or incremental fees at our firm. All clients who meet our minimum requirements receive the same level of personalized, responsive service.
Because we focus our expertise on providing ongoing, comprehensive wealth management, we are best suited to serve clients with at least $1,000,000 in investable assets (excluding real estate) who want to delegate all their financial planning and investment management.
If you have fewer than $1,000,000 in assets, you can still work with our team by:
We are grateful to serve more than 500 households — and humbled to have an annual client retention rate above 99%.
We have office locations in Athens, Atlanta, Charleston, and Naples, but our service model is not limited by our physical office space. We proudly serve clients in more than 35 states.
We are fully capable of developing and optimizing your financial plan wherever you are. And we often travel to visit clients across the country.
We offer both in-person and virtual meetings for our prospects and clients.
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