About Us

Comprehensive Financial Planning

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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.

Which 30 life cycle are you in?

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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.

Why Access Planning Partners (APP)?

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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).

Our Process

#1 Discovery Meeting

At this initial meeting or two, we get to know each other.   We want to know how you define Financial Freedom.  We will help you figure out your top goals.  What are your concerns and how can we help?

#2 Start Building a Plan

As part of the data gathering process, you will get your very own financial website that will keep you up to date with your growing wealth.  It will be the one spot to organize all your accounts and important documents.  We find, this alone, is a huge relief to our clients.

#3 Develop Recommendations

After hearing about your concerns, figuring out what you goals are and agreeing on a payment structure, we will analysis your situation.  By comparing your current situation with possible alternatives, we will provide you with recommendations within an action plan.

#4 Implementation of the Plan

This is one of the most important steps.  A good plan that is never executed is useless.  We will help you implement the plan.  Accountability is key for this one.  You will be gently nudge to continue down the path of choice with us doing as much of the work as possible.

#5 Ongoing Monitoring

Since a financial plan is a living and changing document, we will have a continuous relationship to deal with the changes as they occur.  Click on our Annual Service Calendar below for an example of the ongoing items to be dealt with annually.

Why choose a CFP Professional?

Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.  For more details, please explore the CFP Board website by clicking "Find Out More" below.

Our Service Offerings

To find out more about our services and pricing, click on button below.  Let us know if you have a need that is not listed.  We will do our best to find you the help you need.

Our Team

Catherine Morgan CPA, CFP®

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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 Lindsey, CPA

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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. 

Almont Lindsey, CPA

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 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.  

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Contact Us

Everyone, no matter how many assets they have (or don't have) should have a focused financial plan.  Invest early and often. Tell us more about your goals, and we will get you started on a plan to achieve them.  Getting started is the hardest part.  We are here to help.

 

"People are working harder than ever, but because they lack clarity and vision, they aren't getting very far. They, in essence, are pushing a rope with all of their might."

DR. STEPHEN R. COVEY

Access Planning Partners, LLC

10925 Crabapple Road, Roswell, Georgia 30075, United States

(470) 288-3377 Email: cathy@appga.net

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

Disclosure

Access Planning Partners, LLC  (APP) is a registered investment adviser offering advisory services in the State(s) of GA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by APP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of APP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.