Atlanta Financial Planning

Atlanta Financial Planning

We at Minerva Planning Group are experts in Atlanta financial planning.  We are not your typical financial advisor who simply pushes investments without truly getting to know you, your needs and your goals.  For years, Wall Street has focused on investments as the cornerstone of any financial plan. As a result, it isn’t surprising that prospective clients who have never worked with a financial advisor before believe that a plan should start with investments. However, we believe that a plan should start with you, the client, as we want to understand your goals, aspirations, financial values and concerns.  That’s one of the things that sets us apart from the rest of the pack.

From that foundation, once you become a client, we collaborate with you to build a plan that is unique to you and your needs. We’ll work with you and create a custom, practical financial plan that will help you pursue your financial goals through the inevitable ups and downs of the market. We’ll learn about your risk tolerance and ensure that your financial plan reflects where you are at this stage in your life and what changes may need to be made as you reach later stages.  Many people are more aggressive in the amount of risk you can handle when you’re younger, gradually shift your investment strategies as you get older, and as you near retirement your focus will likely be to protect your assets and take a more conservative financial planning approach, focusing more on income and keeping your safety net in place.

Wherever you are in your financial investing journey, we would love the opportunity to help you achieve your goals and come up with a solid financial plan to help you get there.

Are you ready to begin your financial planning journey? Contact us to schedule an appointment to get started or view our sample financial plans. These sample financial plans are comprehensive and include scenarios for many different types of potential clients, though of course yours would be tailored to your specific needs. We look forward to helping you plan for your future, or improve upon the plan you have.

Would you like to receive a sample financial plan?

To receive your Atlanta financial planning examples, complete the form below and we will contact you to discuss a custom financial plan for you. Every scenario is different and we will be happy to cater to your specific needs.

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