Life planning and investment management.
Serving Roswell, GA locally.
Serving virtually anywhere in USA.
Call (470) 288-3377 or email cathy@appga.net
Life planning and investment management.
Serving Roswell, GA locally.
Serving virtually anywhere in USA.
Call (470) 288-3377 or email cathy@appga.net
We are dedicated fee-only financial planners. We have a fiduciary duty to act in our clients best interest. Have questions about investments, taxes, retirement, and/or estate planning? We start by clarifying where you are right now. Then we build you your own financial web page so you always know where you are AND where you are going.
We are dedicated fee-only financial planners. We have a fiduciary duty to act in our clients best interest. Have questions about investments, taxes, retirement, and/or estate planning? We start by clarifying where you are right now. Then we build you your own financial web page so you always know where you are AND where you are going. Our ongoing relationship allows us to be ready for anything life brings you. We can help you make good decisions based on your life goals and philosophy. We offer financial and investment planning. Come talk to us.
First 30 is when you are just getting started in your career and family. You want a home but you may have student debt. A debt reduction and saving plan will help. Second 30 you are accumulating your wealth. You have careers to consider, tax reduction strategies to take and dreams to build. Our investment team designs portfolios focu
First 30 is when you are just getting started in your career and family. You want a home but you may have student debt. A debt reduction and saving plan will help. Second 30 you are accumulating your wealth. You have careers to consider, tax reduction strategies to take and dreams to build. Our investment team designs portfolios focused on helping you build your wealth. Third 30, is when you reap the benefits of all your hard work. We will help you determine the withdrawal rate and from which accounts to pull your retirement funds to meet your needs and wants.
Accountable Proactive Partnership. We keep you accountable by working with you to organize your financial life and help you follow through on financial commitments. We proactively assess any potential life transitions that might be coming, and create the action plan necessary to address and manage them ahead of time. We take the tim
Accountable Proactive Partnership. We keep you accountable by working with you to organize your financial life and help you follow through on financial commitments. We proactively assess any potential life transitions that might be coming, and create the action plan necessary to address and manage them ahead of time. We take the time to get to know you and understand your needs and goals, working in partnership with you and on your behalf (with your permission), and offer transparency around our own costs and compensation (fee-only, no commission, no product sales).
Cathy began her career as a CPA in 1994, specializing in individual and business tax. Over the years she saw a disconnect within the clients whole financial life. Obtaining her Series 65 Investment Adviser Representative license in 2016, she went on to study and obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2017. As an APP par
Cathy began her career as a CPA in 1994, specializing in individual and business tax. Over the years she saw a disconnect within the clients whole financial life. Obtaining her Series 65 Investment Adviser Representative license in 2016, she went on to study and obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2017. As an APP partner, she is dedicated to the Fee-Only Comprehensive Financial Planning process with full fiduciary duties to plan with the client's best interest in mind.
William began his career as a CPA and is managing partner in Lindsey & Greenway Partners, a CPA firm. He is currently studying for his Series 65 license as a Investment Advisor Representative for APP. William also recognized the disconnect of his client's own taxes, investments and goals. As an APP partner, he is dedicated to the Fee-
William began his career as a CPA and is managing partner in Lindsey & Greenway Partners, a CPA firm. He is currently studying for his Series 65 license as a Investment Advisor Representative for APP. William also recognized the disconnect of his client's own taxes, investments and goals. As an APP partner, he is dedicated to the Fee-Only Comprehensive Financial Planning process with full fiduciary duties to plan with the client's best interest in mind.
Al began his career as a CPA and is managing partner in Lindsey & Greenway Partners, a CPA firm. He is currently studying for his Series 65 license as a Investment Advisor Representative for APP. As an APP partner, he is dedicated to the Fee-Only Comprehensive Financial Planning process with full fiduciary duties to plan with the client's best interest in mind.
Check back later in 2025 for new offerings.