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

Featured Blog Posts

Easy to understand, actionable advice to help you make better financial decisions.
How to Prioritize Saving, Investing, and Paying Off Debt
October 29, 2020
How to Prioritize Saving, Investing, and Paying Off Debt
I often hear the same questions about financial priorities: Should I pay off debt before I save, or is it possible to do both?  How much should I invest in my company’s 401(k)? When does it make sense to contribute to a Roth IRA? Whether you’re just starting in your career or finally at the point where you have more coming in than going out, it’s helpful to know how to prioritize saving, investing, and paying off debt.
This Book Changed How I Think About Money
October 15, 2020
This Book Changed How I Think About Money
Many of us who have no point of reference for how to achieve financial success look to those who we believe are wealthy. If you’re an 80s baby like me, you probably remember the television show “Lifestyles of the Rich and Famous.” Maybe you’re a bit younger and you remember the show “MTV Cribs.”
Your Guide to Open Enrollment – Part Two
September 29, 2020
Your Guide to Open Enrollment – Part Two
In Part One of my series on Open Enrollment, I discussed the most confusing benefits: health insurance and the many accounts that can be used for medical expenses. This post covers life insurance, disability insurance, legal services, and other valuable benefits that can add up to thousands of dollars.


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

Copyright © 2020 Financial Staples, LLC. All Rights Reserved.

Copyright © 2020 Financial Staples, LLC. All Rights Reserved.