We specialize in helping busy executives build wealth.

Wealth Management for Executives

As financial advisors in Atlanta, GA, we help busy executives build wealth
so they can spend more time on what matters.

 
 
 
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Transform Your Finances

Our Financial Transformation Process can position you to double your net worth in eight years and save over $50,000 per year in taxes. Our unique process combines financial planning with investment management so you can build "Walking Away Money". This gives you the freedome to work - or retire - on your terms so you can focus on the other important parts of your life.

 
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Who We Serve

We do our best work with: 

  • Corporate executives who enjoy their career — but want to eventually downshift into less stressful, less time consuming and more meaningful work.

  • Detail-oriented professionals with highly complex compensation plans and tax issues.

  • People who appreciate the value of expert guidance without the stuffiness of traditional firms.

What it costs:

  • 1.00% for managed portfolios over $1 million

  • 1.25% for managed portfolios under $1 million

  • Minimum portfolio: $200,000

 
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The purpose of your wealth is to support a fulfilling life. 

 

 

 

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Value Delivered Before You Invest A Single Dollar

 

To help you determine if Transformative Financial is a good fit, we walk you through a process that allows you to make an educated decision about working together. There’s no cost or obligation. When we’re done, you’ll know where you stand in key areas of financial success. Here’s how it works:

 
 
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Step 1: 15 Minute Introductory Call

We have a quick talk to ensure that we’re a good fit. If not, we will introduce you to another high-integrity advisor.

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Step 2: Initial Meeting

Here, we will dive into your top financial goals and concerns. The information we cover drives Step 3.

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Step 3: Analysis 

We apply our years of experience working with C-Level executives to answer these questions:

  • How much can you realistically spend in retirement?

  • If you’re not retired, what is your current retirement spending trajectory?

  • Are your investments working as hard as they could? Do you have any financial threats that need to be addressed?

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Step 4: Second Meeting

We review the analysis and show, in real dollars, how working with Transformative Financial will improve your finances.

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Step 5: Sleep On It

Choosing a financial advisor is a big decision, so we ask that you sleep on it first. No high-pressure sales tactics here.

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Step 6: Get Started

Here, we answer any remaining questions you have and complete the paperwork we need to get started.

 
 

Throughout this process, there are no hard-sell or high-pressure sales tactics. As a financial planner based in Atlanta, GA, we hope to help our neighbors succeed. If it’s not a good fit, we’ll happily refer you to another high-integrity advisor who may be a better fit.

 
 
 
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