Certified Financial Planner for Tech Professionals | Financial Staples

Gain Financial Confidence and Clarity to Control Your Destiny

We help you create the “recipe” to build wealth

Take Your Finances
To The Next Level

We help you create the “recipe” and develop the “staples” needed to make real change and build wealth

How can we
help you?

Financial Staples is a comprehensive, fee-only financial planning firm located in Atlanta, GA and serving clients nationwide. Our vision is to make financial education and guidance accessible to the busy young professional. We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.

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.
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.
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.
We utilize technology to help save you time and make your life easier. Our secure client portal and video conferencing capabilities allow us to get more done in less time. No more sitting in traffic – you can work with us from anywhere in the world.

Ready to feel confident about your
financial decisions?

Understanding your background, personal story, and money history is important to us. Our approach is based on listening and guidance so you can reach your full potential.

Who We

Our clients are tech professionals in their 30s and 40s who want to make the most of their high incomes and maximize their wealth building potential. Many receive equity compensation in addition to a cash salary and bonus. As their lives become more complex, they value the expertise of an advisor so they can spend their time and energy on things that matter most to them. Read our Success Stories to see how we can help.

Single & Fabulous
Finding a balance between saving, investing, and paying off debt.
Bread Winning Woman in Tech discussing her finance
Breadwinning Woman in Tech
Merging finances and creating a plan for more savings and dream vacations.
Power Tech Couple
Reducing taxes, managing equity compensation, and saving for their future.

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Featured Blog Posts

Easy to understand, actionable advice to help you make better financial decisions.
Is Minimalism an Indicator of Financial Stability?
January 14, 2021
Is Minimalism an Indicator of Financial Stability?
Minimalism is more than just getting rid of old stuff or living a simple life. It’s about reducing distractions so you can focus on what really matters; what makes you happy. I find that there’s a clear correlation between intentional living and financial stability. It all starts with shifting your mindset.
Should You Participate in Your Company’s ESPP?
December 22, 2020
Should You Participate in Your Company’s ESPP?
Many public tech companies offer an Employee Stock Purchase Plan (ESPP) as an employee benefit. ESPPs allow employees to purchase shares of company stock at a discount through payroll deductions. On the surface, the decision to participate in an ESPP is a no-brainer. After all, the discount is free money! Suppose you are juggling financial priorities or receiving other forms of equity compensation (like restricted stock units or stock options). In that case, the decision to participate in an ESPP is a bit more complicated. Before you enroll in your company’s plan, here are some things to consider.
A Comprehensive Guide for First-Time Home Buyers
December 8, 2020
A Comprehensive Guide for First-Time Home Buyers
When I purchased my first home, I thought I was prepared for homeownership. I did extensive research and prepared myself financially for the responsibility. I was an aggressive saver and my only debt was student loans (of less than $5,000). After buying my first home and owning it for nine years, I learned many invaluable lessons that showed me I wasn’t truly prepared for homeownership.


Join our mailing list and receive free access to our guide: Budgeting for Beginners

Copyright © 2016-2021 Financial Staples, LLC. All Rights Reserved.

Copyright © 2016-2021 Financial Staples, LLC. All Rights Reserved.