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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

Explains benefits of employee-stock ownership plans for succession planning.

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Provides tips for managing rising food prices through smart shopping.

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

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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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This calculator can help you estimate your annual federal income tax liability.

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

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

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

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