We serve smart people with big dreams.
You deserve the opportunity to understand your finances.
THE GUIDANCE YOU WANT...
- Taking inventory to understand what you have and where you are now.
- Reviewing what it will take to get where you want to be.
- Designing a smart, actionable money strategy that makes sense for you.
- Revisiting regularly to revise the details as life evolves.
HOW TO SAVE FOR MULTIPLE IMPORTANT GOALS
STUDENT LOAN REPAYMENT
REACHING FINANCIAL INDEPENDENCE AND RETIREMENT
INVESTMENTS: WHAT, WHEN, WHERE, AND HOW
FIGURING OUT WHERE YOUR MONEY IS GOING EVERY MONTH
LIFE INSURANCE-- DO YOU NEED IT? HOW MUCH? WHAT KIND?
CAREER TRAJECTORY + INCOME GROWTH
UNDERSTANDING AND OPTIMIZING EMPLOYEE BENEFITS
FINANCIAL PREP FOR TRAVEL, WEDDING, AND EVERYTHING ELSE ON YOUR BUCKET LIST
My name is Krista.
Back in 2007, I was an English major who procrastinated her coursework by voraciously reading the first personal finance blogs. You might think I'd have taken the hint from my subconscious, but a few years and a slightly scenic route finally led me back to the profession I should have pursued all along.
In the beginning, I was hesitant to build a career in financial planning. At first glance, financial planning seemed to exist only in a role that required calling everyone you've ever met to sell them an investment product or insurance policy. And that sounded like the polar opposite of what I hoped to work toward. The value that I knew I could deliver was in helping people learn, grow, and build a less-stressful relationship with their finances. But how to get there?
Luckily, I found my way into a boutique tax firm where I learned more about tax than I ever thought I could absorb. Next, I went on to a financial planning firm that did wonderful work for clients.
In the meantime, momentum was building. I completed the coursework, experience requirements, and passed a tough exam to obtain the CFP® designation, took a Fiduciary Oath, and began working directly with clients on financial planning. I also became a member of NAPFA, the XY Planning Network, and the Fee-Only Network. For the record (and because it's something you should know about anyone providing financial advice), I'm a Fee-Only Financial Planner, CFP®, and always a Fiduciary.
In 2017, I founded Planning in Motion to provide the kind of financial advice I'd trust for my sister, or my mom, or my overachieving friend with big dreams. I use a location-independent model, because life gets busy and Atlanta traffic is no joke. Virtual meetings are available to make it easy to get the assistance you need. Local, in-person meetings are offered to clients in the Atlanta area.
The Big Picture
Through it all, there's one big thing I've learned.
Operating with intention gets results. For a lot of us (and especially for the recovering perfectionists among us), one big fear is failing to reach the potential we see inside ourselves. We want results. We want progress. Getting our financial lives in order can be a catalyst that empowers us to operate with intention and make real, measurable progress to be proud of.
We all know it's hard to be proactive in making consistent smart money decisions without guidance. That's why I look forward to working together with a goal of making it a little easier to design the life you envision.
That's also why I'm honored to have this teeny-tiny supporting role in your story, guiding and advising people like you who see great potential in themselves and the future.
So even though it may never seem like the *exact* right time to work with a financial planner, I'll never be convinced that it's too early to get organized, get strategic, and accelerate progress toward your dreams for the future.
What do you think?