Stanhouse Financial Planning is an independent fee-only financial planning and investment advisory 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 businesses. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions.

Everyday Financial Needs

  • Financial Goal planning
  • Retirement planning
  • Cash flow planning / budgeting support
  • College funding
  • Debt reduction
  • Employee benefit options
  • Long-term care
  • Insurance needs analysis 

Wealth Manangement

  • 401(k) / 403(b) allocations and rollovers
  • IRA Rollovers / distribution advice
  • Lump sum distributions

Investment Analysis and Planning

  • Matching investment vehicles with goals and needs
  • Evaluating Specific Investments
  • Consideration of tax consequences
  • Analysis of risk-return trade off
  • Portfolio analysis, design and asset allocation

Ongoing Asset Management

  • Implementation of Investment Plans
  • Rebalancing

Other Services

  • Second opinions on any of the above
  • Referrals to appropriate attorneys, CPA’s
  • Estate planning fundamentals