Financial Planning

Financial planning helps you define your goals; assess your risk profile; explore multiple investment, retirement and saving scenarios; and select a target portfolio allocation designed to improve the likelihood of attaining your most important goals. Financial planning shouldn’t be a one-time event that gives you a nice bound document to refer to; it should be an ongoing process.

Goal discovery is at the heart of any financial planning process.

Everyone wants to be able to retire and live life without running out of money. But beyond that, everyone has a unique set of goals. Do you want to provide for a child’s education? Buy a home? A second home? Travel every year? Give to charity? A quality financial planning process helps you clarify your goals and measure your progress toward achieving them.

Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving Atlanta families and individuals for more than 20 years.

Learn more about our Financial Planning Process.

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Atlanta Wealth Management, Inc.
2277 Peachtree Road NE
Atlanta, GA 30309-1167
Phone 404 713 0247

Email: dboone@atlantawealth.com