Stanhouse Financial Planning is an independent fee-only financial planning and investment advisory firm serving the metro Atlanta area of Georgia. We specialize in providing professional planning and advice to individuals and families of all financial means. Our services are offered on an hourly, as-needed basis and with the convenience of evening and weekend appointment times. We impose no minimum net worth, income or investable asset standards. Financial planning fees are determined by the amount of time spent meeting with you in person or over the phone, researching and analyzing your current situation, developing and presenting customized recommendations, and, if needed, assistance implementing your plan. An estimate of time for your project, as well as a maximum cap based on the scope of service you choose, is provided in writing during the complimentary Get Acquainted meeting.

We offer a wide variety of services to meet the financial objectives of individuals and families. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions.

 

Wealth Manangement

  • Retiring with a comfortable standard of living
  • IRA Rollovers
  • Portfolio analysis and redesigning

Investment Analysis and Planning

  • Matching investment vehicles with goals and needs
  • Evaluating Specific Investments
  • Consideration of tax consequences
  • Analysis of risk-return trade off

Risk Management

  • Maintaining family income in the event of disability or death
  • Identification of current or future risk exposure
  • Evaluating cost-effectiveness of current coverage
  • Long-term nursing care coverage

Estate Planning

  • Minimizing probate expenses, delays and publicity
  • Reduction or elimination of estate taxes
  • Assuring proper management of family assets
  • Evaluating proper manner of holding title to property
  • Post-death planning and tax work

Other Services

  • Referrals to reputable attorneys and CPA's