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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

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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

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Provides tips for managing rising food prices through smart shopping.

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

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much Disability Income Insurance do you need?

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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