Office One

600 Kennesaw Avenue

Suite 100

Marietta, GA 30060

Office Two

2207 Spalding Drive

Atlanta, GA 30350

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

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It’s never a bad time to speak with your financial advisor about changes in your situation.

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To Buy or Not to Buy

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