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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

REVIEWS: See what clients are saying at YELPGoogle, or BBB

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

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Describes financial burdens associated with end-of-life care and funerals.

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Shows how transfer-on-death designations help avoid probate costs.

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Suggests considering life insurance for stability during uncertain markets.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Determine whether you should consider refinancing your mortgage.

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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