things to know before your meeting

We look forward to meeting with you!



We are located at 238 River Park North Drive, Woodstock, Georgia 30188.  The building is a brick one-story building at the back of the office park on River Park North Drive. From Holly Springs Parkway, you will turn onto River Park Boulevard, and then turn right onto River Park North Drive (by the fire station). Follow that road to the back of the office park.  You will dead end at the building labeled 238. Go inside the main entrance (at the stairs), and someone will be there to greet you shortly.

If this is a virtual meeting, to get the most out of your time with us, please be on time, on-camera, in a well lit place, and free from distractions.

Documents to bring with you or upload before your meeting:

You are not required to bring anything to your meeting but if you think it would be helpful to upload documents in preparation for our meeting, please do so at the link below.

Examples of reasons to upload documents:

  • if this is your first meeting, please upload brokerage statements and bank statements that you might consider us managing as well as your most recent tax return
  • if you’re engaging our firm, please confirm that brokerage statements and bank statements have previously been sent, upload drivers license, and updated Will, Healthcare Directive & Power of Attorney
  • if you’re an existing client, please upload recent social security statement(s) ( and any statements for assets held away

Here’s the link to securely upload documents:

If you have any questions about which documents are needed, please contact us at 678-741-2370.

Topics to think about/discuss before your meeting:

What do you think financial freedom means to you?

What is holding you back?

How far away from your financial goals do you feel you are today?

What do you want to see NOT happen on your financial journey?

This pyramid represents our financial version of the Maslow’s hierarchy of needs.

It’s a list of personal and financial goals that we want to help you achieve.