Let’s talk money!

In the more traditional sense, financial advisors help clients manage their money, choosing investments for them according to their goals and risk tolerance.

However, much of our work goes far beyond that. Rather than focusing on your investments, we help you uncover your goals — then give you the tools and education to reach those goals.

We love working with young professionals, which we define as anyone under the age of 45, though we do have clients of all ages. This includes both individuals and families.

We also do a lot of work with entrepreneurs, freelancers, and artists. And we love working with LGBTQ+ folx, including polyamorous families!

100% of our work is conducted via video conference, so we’ve got clients all over the United States! However, we do offer meetings in-person by appointment only in the Atlanta area as needed.

I (Michelle) graduated from one of the top schools in the country, the University of Chicago, then went on to get a Master’s in Business Administration at the University of Tennessee, where I studied both Finance and Marketing.

I have approximately 5 years of industry experience and am a Chartered Financial Analyst (CFA) charterholder. The CFA charter requires you to pass three rigorous exams, verify four years of relevant work experience, and annually recertify your commitment to ethical practice. You can read about the CFA charter on the CFA Institute website.

I'm also a CERTIFIED FINANCIAL PLANNER®, which means that I have met extensive training and experience requirements, as well as committed to the CFP Board's ethical standards that require me to put my clients' interests first.

That John Oliver is a smart man. And damn right I am. I am legally and ethically required to put clients’ interests first in all matters, a standard that I’m proud to uphold.

This also means that we don’t sell products such as insurance and annuities, nor do we accept commissions of any kind.

We are fee-only advisors. When we do financial planning or financial coaching work, we operate under a flat fee system. We believe in transparency, so you’ll always see the fees for each service underneath its description on our website.

Should you choose to engage in ongoing investment management work after your initial plan, we charge a fee based on how much money we manage: 1% of assets under management per year, billed quarterly. This means that if we’re managing $10,000 for you, you would essentially pay $100/year, broken into four quarterly payments of $25, set to auto-pay directly from your account.

Much like choosing a bank for your checking and savings account, every financial advisor has to choose a custodian, or company that holds the money in the investment accounts.

We currently custody client assets with Charles Schwab, so any clients who work with us for investment management services can expect their managed accounts to live there.

We’d recommend starting on our services page. You can get a feel for the options and which service feels like the best fit for you.

If you’re still not sure what assistance you need, the best step is to book a free intro call or fill out the contact form above and tell us more about what's going on! From there, we can either recommend a service, or route you to a more relevant provider.

Nope, our services are for everyone!

That said, our goal is to create a space where LGBTQ+ folks feel supported and empowered to sort out their money stuff. Because there isn’t as much of this kind of work geared specifically toward us.

No matter who you are, if that aligns with your vibe, we’d make a great team!

It’s totally possible to handle this stuff yourself. But it’s overwhelming, and internet research doesn’t create a whole lot of confidence that you’re doing things the right way.

That said, if you’re looking for free resources to get your money situation on track, click here to download our free mini courses!

Sí! Coach Oriana habla español. Si necesitas ayuda con tu dinero y prefieres recibir asistencia en español, contáctanos y te informaremos cómo podemos ayudarte

It’s easy to feel like financial advice out there applies to everyone but you. That’s what we’re here for.

We’ve truly seen it all and helped folks ranging from self-employed business owners to recent grads tackling student loans.

So yes, we are prepared to meet you where you are and address the nuances of your financial situation. All of our advice is tailored to your specific circumstances, so you can stop wondering if you’re making the right financial decisions for you.

(And if we're really not able to serve you? We promise to be super transparent about that too, and help point you in the direction of another service provider, where relevant!)