Our process starts with a mutual exploration of your financial history, values, and goals. Then we provide easy-to-understand information to facilitate your decisions and we explain the options and risks associated with each choice.

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Objective Advice

We bring an outside perspective during life transitions to help you overcome the natural desire of making emotionally driven decisions in important money matters. We also work in your best interest at all times and act with integrity and empathy.

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We work collaboratively with you, helping you build a team of financial experts and providing coordination and oversight in the management of your financial world. In addition, we offer guidance and hold you accountable to your goals.

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Financial Staples is a comprehensive, fee-only financial planning firm located in Atlanta, Georgia, and serving clients nationwide.  Our vision is to make financial education and guidance accessible to the busy young professional.  We believe financial planning is a process that evolves over time as our circumstances change and our lives become more complex.  We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.


Our Approach

Financial advice is about more than just your investments.  While investing will likely play a key role in building long term savings, it is only a fraction of your entire financial picture.  A successful financial plan sets a framework that helps you achieve your financial goals and use your resources in the most efficient and effective way possible.  It also allows you to anticipate and prepare for life transitions, a time when people have a tendency to make their biggest financial mistakes.

Before we can effectively design a plan, we need to fully understand where you are now, where you want to go, and why.  We use this information to provide personalized solutions for your unique situation.  The foundation of our advice is built on financial education.  When you have a clear understanding of your finances and a solid plan in place, you are empowered to make informed decisions.

We are committed to the process of planning.  After the initial plan is devised, it helps to have guidance on how to prioritize and implement the plan.  It’s also prudent to have an accountability partner who understands your entire situation and is there to keep you on track.  Throughout our lives, our values and goals may change.  As these things change, adjustments should be made to your plan accordingly.  A plan in and of itself is useless without the process of planning.

Finally, wealthy families rely on a team, often referred to as a family office, to address their financial and life issues.  We want to bring this concept to the busy young professional, as we believe that building a lifelong partnership with a financial planner and assembling a team of financial professionals early in your career are key to long term financial growth.

If you’re serious about making good financial decisions and taking control of your finances, schedule a complimentary consultation.

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