Providing Financial Peace of Mind

We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are Atlanta based fee-only financial advisors and we have fiduciary responsibility to our clients, so we accept no referral fees and sell no commissionable products.

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Cognitive Biases: Why Thinking Fast Isn’t Good for Investors

When it comes to examining how our psychology (or cognitive biases) impacts how we approach financial issues, no area has received more attention than investing. That isn’t really surprising, because results from investing lend themselves to measurement and...

Setting Financial Goals: Stumbling Toward Happiness

One of the under-appreciated issues in constructing and implementing a financial plan is the role of how we think. Whether the issue is investments, goal-setting or plan implementation, it can be easy to get in our own way. Over the next few weeks, I’ll discuss some...

ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS