Financial Staples is a comprehensive, fee-only financial planning firm located in Atlanta, Georgia, and serving clients nationwide. Our vision is to make financial education and guidance accessible to the busy young professional. We believe financial planning is a process that evolves over time as our circumstances change and our lives become more complex. We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.
Our clients are tech professionals in their 30s and 40s who want to make the most of their high incomes and maximize their wealth building potential. Many receive equity compensation in addition to a cash salary and bonus. As their lives become more complex, they value the expertise of an advisor so they can spend their time and energy on things that matter most to them.
Want to learn more about our process, services, and how we can work together? We invite you to visit our website and schedule a complimentary 30-minute consultation.