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    • Your Goals

      Your plan starts with you and where you are today. After understanding your current financial reality, together we can create a roadmap that includes: Savings, Debt Elimination and Risk Management.

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    Wealth Made Simple Blog

    News and articles to help you along your path to building wealth.

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    • Simplify Your Estate Plan with List of Online Accounts

      asset inventory estate plan

      Dealing with the death or incapacitating illness of a close family member is a challenge. And the situation can be further complicated by the person’s online accounts, especially if they haven’t left a list of online accounts and how to access them. Think about it. Thanks to the convenience of having so much at our […]

    • Keeping Your Emotions Grounded When the Stock Market is Up and Down

      Keeping Your Emotions Grounded When the Stock Market is Up and Down

      If you’re like most people, you’ve probably been battling fear and anxiety as you watch the market plunge. It’s easy to talk about being “in it for the long term” when all the numbers in your account are increasing. However, when the markets shift many people experience a dramatic shift in emotions as well. The […]

    • Best of the Best: Dining in Midtown Atlanta

      Best of the Best: Dining in Midtown Atlanta

      I’ve been on a dining tear through Midtown Atlanta recently, rekindling relationships over great food and great libations. My experiences at these restaurants are too good not to share. And if you’re like me, you’ll be hungry when you finish reading. Ready? Here is some of the best dining in Midtown Atlanta. First Stop: A […]

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