Debra D. Scott, CFP®

Financial Planning and Advice for Georgia-Based Families and Businesses

Ready for Today and Tomorrow?

I have exciting news!

I am specializing in Human Transition Events and Lifestyle Stages so I am equipped to work with you and your family for all life experiences at every age and stage whether you are single, reconfiguring a new family combination with additional "bonus" kids and parents, caregiving, or entering your golden years and all your experiences have come to fruition at last, I want to collaborate with you, calm the confusion and chaos and be a sounding board and financial guide for your success.

Again, I want to THANK YOU for working with me previously and look forward to continuing our relationship for years to come going forward.

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Some Types of Life Transitions

Marriage
Divorce
Repartnering
Adoption or Addition to Family
Empty Nest
Widowhood
Retirement
Inheritence
Windfalls
Settlements
Moving
Sudden Relocation
Natural Disasters
Pandemics
Health Changes
Sudden Job Loss
Career Changes
Purchase or Sale of Business
Caregiving
Aging and Related Changes
Downsizing
Long Life Planning
Death

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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What We Do

We work with you one-on-one to create a comprehensive financial plan or an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.

Meet Our Team

How We Help

In addition to working together, we'll help you have your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with Debra to learn how <strong>we help you reach your goal.</strong>

Speak with Debra to learn how we help you reach your goal.

Schedule an Appointment

What Sets Us Apart

We love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Call Us

770-818-0700

Address

2300 WIndy Ridge Pkwy

Suite 150-S

Atlanta, GA 30339