WHAT HAPPENS IN FINANCIAL PLANNING?
We take an individualized approach to financial planning-- translating who you are, where you are, and what's important to you into a comprehensive money strategy with step-by-step tactical guidance, helping you achieve what matters most.
Here's how it works:
- Take inventory to understand where you are now.
- Determine what it will take to get where you want to be.
- Consider potential paths forward.
- Design a roadmap that makes sense for you.
- Implement (with a personal finance expert by your side).
- Review, revise, and refine your plan as life unfolds.
DISCOVER | STRATEGIZE | IMPLEMENT | REFINE
We deliver results and prioritized recommendations in plain English to help you make informed, confident decisions about your financial future. Key areas of review are:
Tax-Efficient Saving Strategies
Financial Independence and Retirement Outlook | are you on track? + tax diversification, withdrawal strategies
Investments | what, when, where, how, and how much (with consideration for tax implications)
Saving for Multiple Important Priorities
Cash Flow and Budgeting | aka, 'Where is my money going every month?'
College & Education Planning
Insurance: Life, Disability, Property, Casualty, Long-Term Care | what you need, how much, what kind, and where to find it
Student Loan and Debt Repayment
Career Trajectory + Income Planning | career change, promotion, sabbatical, freelance income, etc.
Employee Benefits | an objective look at your selections and suggestions to optimize
Charitable Giving and Philanthropic Goals
Life Transitions | starting a business, marriage, relocation, starting a family
Financial Prep | travel more + everything else you want to accomplish
Who do we serve?
BUSINESSES + ORGANIZATIONS
Most of our clients reach out for financial planning because...
"I'm not sure if I'm making the best choices and the stakes are getting higher.
"There's a big life transition on the horizon and I need to get prepared."
"I want to a more proactive approach to my finances, but I need help untangling complicated technical topics.
" I'm getting frustrated by endless google searches. I need someone I trust to help me think through my situation."
"It's time to for me to 'be a financial grown-up'."
"My income is higher than it's ever been, but I'm not making enough progress... what am I doing wrong?"
SELECT THE PLANNING OPTION THAT MAKE SENSE FOR YOU...
After spending most of my twenties searching for the right career, I got my start in in the financial industry at a boutique tax firm specializing in tax planning and prep for high net worth individuals, trusts, and estates. After seeing the tangible benefits of financial planning firsthand, I knew I'd found the right niche.
I decided to return to school while continuing to work, enrolling in the financial planning program at Oglethorpe University in Atlanta, GA in 2013.
In order to become a Certified Financial Planner™ (CFP®) practitioner, the highest standard available to financial planners, I completed a set of rigorous graduate-level educational requirements through Oglethorpe's certification program, passed a notorious exam, completed work requirements, and met ethical standards set forth by the non-profit Certified Financial Planner Board of Standards.
After certification, I was invited to join a fee-only financial planning firm where I worked one-on-one with clients to design and deliver comprehensive financial planning to clients ranging in age from mid-twenties to mid-eighties. I'd also worked informally with a mentor there for several years prior. In 2017, I left to open my own practice and established Planning in Motion, LLC.
When I look back over the years, it seems obvious that financial planning would be my path. During my undergraduate years at the College of Charleston, I'd spend hours procrastinating my coursework by devouring every post on the first popular personal finance blogs-- it's possible I was the only 20-year old in my liberal arts department who could wax poetic about the differences between Roth and Traditional IRAs.
I maintain memberships in several professional organizations, including the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network. Media mentions include The New York Times, Nerdwallet, CNBC, the Miami Herald, among others.
What I love most about financial planning is that it’s a forward-looking process allowing us to think creatively about how the puzzle pieces of your financial life can be organized in a way that makes sense. I'm excited to help my clients experience the benefits of clarity about their money and a plan for their finances.If you're interested in working together, please don't hesitate to get in touch. It would be great to hear from you!
Want to learn more about me? Check out my professional bio on LinkedIn.