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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

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Explores how investment strategy changes once retirement begins.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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How much would your monthly lease payment be?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Will you be able to afford nursing home care?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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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