At Transformative Financial, I help my clients plan for the future and live a great life today – all without judgment. As a financial advisor based in Atlanta, GA, I also work virtually with clients across the U.S.A.
The first step is to create a vision for where you want to take your life. Just like planning out those great travel destinations that you want to visit, we prioritizes what’s important to you. Then, we brainstorm about all the things that are getting in your way.
Here, we take the work that we did in creating a vision and naming the obstacles to build a plan to make your vision happen. We do our best to minimize detail and make the steps as easy as possible.
Finally, we get to work implementing your plan. It’s one thing to create a plan, but sticking to it requires some encouragement and occasionally some accountability. Here, we can course-correct along the way if necessary.
Before we start working together, we have a discovery call where we get to know each other and talk about what you’re looking to accomplish.
Here, we will create a vision for your future and brainstorm for potential obstacles that will keep you from getting there.
We roll up our sleeves and get to work on the nuts-and-bolts that will become the fundamentals of your plan to achieve your goals.
It’s one thing to make a plan, but the magic is in implementation.