Hurricane Andrew taught me that stillness lives at the center of chaos. Improv and salsa are teaching me how to find it in motion. Surrender is not weakness; it is fluency. Riley, my golden retriever, has always known how to move in that grace.
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A leadership role in my business is mentorship, helping clients truly understand what's possible for them. I deliver the information they need without overwhelming them, giving them only what matters right now, at the moment they need it.
I'm not the teacher who tells people what to do, proves how much I know, and then leaves everyone to fend for themselves. I show my clients what's possible. I deliver an experience. I know people and who my clients need to be connected to and why, and then I make those connections for them. This is a "no man left behind" situation, not "every man for himself." My goal isn't to make people think. It's to help them act, to light up their hearts, not just their brains.
For example, I could simply tell folks what to do: invest in a model portfolio, use a bucket or guardrail system so they don't outlive their money, keep their beneficiaries up to date. I do all of that. But I guide my clients through so much more. I help them focus on what's important right now, without the overwhelm. They don't need to know everything I know about financial planning, and they don't want to. I have insight into where they're headed, the pitfalls and opportunities waiting for them, and it's my job to help them experience the most joyful, fulfilling life plan possible.
Because here's the truth: if you give people a choice between dying and running out of money, you'd be surprised how many choose death. That's the fear I get to take off the table. My job is to make sure my clients never have to make that choice, so they can spend their years actually living them.
Referral Trigger Response
404-895-0937
220 Heritage Walk
Suite 116
Woodstock, GA 30115
You'll notice the sunglasses hanging around his neck when my best client steps out of his 2-year-old F-250. He's a partner of his engineering firm, and his status symbols include John Deere, linear feet of fencing, and vacation days spent with his family.
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Endorsement Letters I've Received
The biggest reason people hire a human financial advisor is that they trust a professional to do a better job than they would do themselves. Particularly as financial situations become more complex and the cost of mistakes grows higher, the value of hiring a professional whom the client knows has the expertise to handle it grows in turn.
I seek out additional specialized training around tax-sensitive investing to make me more valuable to my clients.
40-somethings Rachael and Michael met with me to talk money. "We don't really need my business income," she said. With his $500,000 salary, they needed tax minimization strategies. I opened a Solo 401k for her. Now she can save most of her net business revenue this year, saving them about $25,000 in taxes this year.
I'm a good referral for the solopreneur who drives a 2-year-old Honda CRV. She wants her husband to consider early retirement so they can travel more.
Ask her if she has a favorite Woodstock Arts production.
Melissa Moss
InfoMinute
Financial Services | Investment
Financial Advisor
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Endorsement Letters I've Given
Price Wilkes
Benito Canales
Matt Valente
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