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.

Education
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.
Partnership
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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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.
Convenience
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
Serve

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.

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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.
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Power Tech Couple
Reducing taxes, managing equity compensation, and saving for their future.

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Newsletter

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Featured Blog Posts

Easy to understand, actionable advice to help you make better financial decisions.
Balancing the “Black Tax” with Your Desire to Build Wealth
November 24, 2020
Balancing the “Black Tax” with Your Desire to Build Wealth
As a Black financial planner who works with people of color, my clients often face the dilemma of balancing their financial goals with the internal pressure of helping others. When you’re the first person in your family or social circle to reach a certain level of success, you may have family members or friends who come to you for financial support.
How RSUs Can Help You Reach Your Financial Goals
November 10, 2020
How RSUs Can Help You Reach Your Financial Goals
You just received a job offer from a tech company. In addition to your salary (and maybe a sign on bonus if you’re lucky) you receive Restricted Stock Units (RSUs). Maybe you’ve received RSUs annually as part of your bonus compensation. Meanwhile, you’re staring at this student loan debt that seems to never go away. Or you have other financial goals, such as buying your first home or taking a sabbatical. How can you use your RSUs to help you reach your financial goals?
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.

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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.