Zoomer® Plans

Zoomer Plans are much less comprehensive and detailed than the other Financial Goal Plans we offer, so they take only about an hour for us to complete, making them significantly less expensive than our other plans. But they are a useful entry-level Financial Goal Plan that provides you with many valuable insights about your financial future. For example, you would learn the likelihood of successfully achieving your goals, how your investment portfolio would handle the stress of another financial crisis like 2007-2009, and how you may be able to improve your probability of success. But, Zoomer Plans do not include details about:

  • Insurance;
  • Liabilities;
  • Stock Options;
  • Restricted Stock;
  • Net Worth; and
  • Current Asset Allocation

You can arrange for a Zoomer Plan by calling David Boone at 404-713-0247 or emailing him.

 

Zoomer® is a registered trademark of PIEtech, Inc. All rights reserved.

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

Email: dboone@atlantawealth.com