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Phone:

(678) 218-4900

Fax:

(678) 412-4171

E-mail:

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By appointment only

Fiduciary Financial Planning & Financial Therapy for Women Who Want Clarity, Confidence, and Control. At InvestHER Fiduciary Solutions, we help women and entrepreneurs move beyond financial uncertainty and into confident, aligned decision-making. Our approach combines fiduciary financial planning, investment management, and financial therapy to address both the numbers and the behaviors that shape your financial life.

We understand that financial decisions are rarely just about money. They are influenced by experiences, expectations, and sometimes pressure to appear successful while quietly feeling unsure. That’s where our work is different. We guide you through both the strategy and the mindset, helping you replace confusion, avoidance, or overextension with clarity and intention.

Whether you are preparing for retirement, growing a business, or navigating a major life transition, we develop personalized strategies designed to build, protect, and sustain your wealth over time. Our goal is simple. To help you make financial decisions you understand, feel confident in, and can sustain long-term.

RETIRE WITH CONFIDENCE

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Considering some important issues now could provide more options in the event of early retirement.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Explains that landlord policies don't cover tenants' personal property.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How Long Will It Take to Pay my Balance?

How much do you need to save each year to meet your long-term financial goals?

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck