Financial planning takes the guess work out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it's important to have a unique plan that drives joy by working towards your family's ultimate potential. I help HENRY's find happiness by intentionally managing their money towards their family goals.
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I'm the Principal and founder of Chamberlain Financial Advisors, located in the heart of Decatur, Georgia. My mission is to help professional families reach the point where they are making decisions based on their values, rather than money. There is so much joy intentionally working towards goals that drive your family's potential.
As a fee-only fiduciary and independent firm, we get paid for our advice and must put our clients best interests above our own. Provides families with less than $150k in assets, a custom financial plan and access to a financial advisor on an ongoing basis. The goal is joyfully working towards your families ultimate potential.
The main goal is to work towards a situation, where you are making family decisions based on values, rather than chasing the almighty $$. When you are working towards a plan, it is the ultimate joy. Set up a living will to make sure that your wishes are carried out should you not be able to chose. We will work together, quarterly, throughout the year.
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