Pursue a Life Well-Lived with Financial Clarity
Whether you are saving for retirement or just starting to invest, we are here to help you build the life and legacy you desire.
Stewarding clients toward the life and legacy they desire.
Our History
Years of experience have prepared us to guide you through your life transitions.
Aligning Your Financial Plan with Your Values
The Planning Studio provides holistic, consultative guidance to help you achieve a fulfilling lifestyle, retirement, and legacy. We take your values seriously. By actively listening and simplifying the complexities of your finances, we help you pursue your goals with confidence.
Solutions to Help You Pursue Your Unique Goals
Building Wealth
Pre-Retirees
Retirees
Business Owners
Real-Time Updates For Informed Decision Making
Building your asset map gives you a big-picture view of your financial assets. Track progress, in real-time, toward your financial goals. Then, we help you leverage this information to make decisions for your future.
Services
Supporting You with a Range of Services
Stewarding your finances with a range of services to cover every aspect of your financial life.
Financial Planning
Our consultative guidance helps you unpack the complexities of your finances and gain clarity to pursue your life well-lived today and tomorrow.
Investment Management
Our experienced team will provide you with independent investment advice and strategies that are best suited to your goals and preferences.
Wealth Management
When you trust our firm, you’ll get straightforward advice, timely communication, and proven processes to help you pursue your goals.
Tax Planning
Before each new tax season, our experienced advisors will help you craft tax strategies and identify opportunities for additional tax savings.
Insurance Planning
We can help you assess your risk and find the most appropriate coverage to protect yourself, your loved ones, and the life you’ve worked to build.
Socially Responsible Investing
We can customize your investment portfolio with socially responsible investment principles to ensure it reflects your values and goals.
Meet the Team
The Planning Studio is a holistic financial advisory firm with a team of professionals dedicated to helping clients live the life and legacy they desire. Our experienced professionals are dedicated to creating a financial plan designed to address your individual situation.
The Investment News Women to Watch list is based on the following criteria: Demonstrated success and leadership in the financial advisory industry; Proven ability or power to effect change in the industry; An exhibited willingness to share her expertise with others in the field, including by serving as a mentor or role model to other female professionals in the industry and speaking at industry events; Has given back to her community through activities such as sitting on boards, volunteering and donating time to help investors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of by any client.
Join Our Team
Connect with us today to learn how we can support you in your personal and professional goals.
Our Resources
Our resource center offers a broad spectrum of timely, informative articles written with you in mind.
Helpful Articles
A Bucket Plan to Go with Your Bucket List
Call Us
(404) 816-1153 x320
Address
2120 Powers Ferry Rd
Suite 200
Atlanta, GA 30339
