Athens Impact Socially Responsible Investments

Our initial consultation is free. New clients interested in any of our services can choose this link. If you'd like a zoom meeting, please choose that option instead. I look forward to meeting you at my office located at 264 E. State ...

This is for established financial planning clients who have already signed a financial planning agreement. For those who are paying by the hour, the hourly fee for this appointment applies (1 hour minimum). In these meeting we create, r ...

Finacial Coaching is for clients who would like to get more organized and aware around their finances. Coaching involves getting a picture of your current situation, diagnosing areas for improvement and setting and prioritizing goals. I ...

If you'd like to review where you've been and where you are headed, or if you'd like to make some changes, this is the selection for you. I look forward to meeting you at my office located at 264 E. State St. Let me know if you'd like t ...

Schedule a time so I can give you my undivided attention. The call will be marked in my calendar for 15 minutes. For a longer call, choose the additional time option within this appointment type. This type of appointment is available fo ...

This meeting type is for current and new clients and automatically generates a zoom meeting. For new clients, initial consultations are free. If you'd like to have paperwork filled out and ready in advance, please put that in notes and ...

Schedule a meeting to discuss plans for, or to prepare Will or Trust Documents. This process usually takes 2-4 meetings to complete. Once you have set an appointment, we will send you a questionnaire to understand your wishes. The initi ...