We help smart people
make informed financial decisions.

Planning in Motion is a fee-only financial planning firm based in Metro Atlanta. We work locally and virtually to provide the advice you need.

Clarity, answers, and a solid, thoughtful strategy for your money-- one that balances the reality of life today with your dreams for tomorrow.


organization, a plan, a system, a strategy, confidence, peace of mind, reassurance, a voice of reason

Krista Smith, Founding Financial Planner and CFP®

Welcome! I'm glad you've landed here. I launched Planning in Motion to deliver sound, objective advice to help smart people make informed financial decisions.

It can be hard to manage your finances, even for those of us who are doing well by other measures. For a while, it's easy to ignore-- you're in school, building a career, achieving big things-- maybe even starting a family, and you're checking items off the bucket list. 

But there comes a point when things get a little more complicated and your questions get louder and more frequent-- "Am I saving enough? How should I set up my investments? Can I balance these priorities? Am I on the right track?  Is there a way to be smarter about all of this?"

I know how hard it is to be consistent and proactive in making the right financial decisions, especially when you don't have the answers. In the years I've spent helping people improve their financial well-being, there's one important lesson I've learned-- operating with intention gets results. 

That's why I'm honored to have a tiny supporting role in your story. It's exciting to guide, teach, and advise people like you who are ready to grow their wealth and get clarity about their financial lives. 

I look forward to working together to create an approach that works for you-- a plan to align your financial life with the pursuit of your highest ambitions, goals, and dreams.

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    No Product Sales, No Commissions, No Referral Fees
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    Objective Advice Tailored to You
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    Judgment-Free Approach to Planning
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    No Unnecessary Financial Jargon
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    No Asset Minimums
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    Fee-Only, No Hidden Sources of Compensation
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    Secure Document Sharing, Tech-Savvy Process
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    Signed Fiduciary Oath
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    Local Meetings Available Throughout Metro Atlanta
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    Location-Independent Virtual Meetings Available


Want to learn more? Reserve a free introductory session.

What to Expect: an opportunity to talk about what kind of advice you're seeking and how we may be able to help.


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