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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My behavior is anticipation.
It is not something I simply remember to do. It is built into how my firm runs. Every client has a Five-Year Look Ahead. It is part of every review I do, twice a year, and it never looks less than sixty months ahead.
When to file for Social Security. Whether a Roth conversion makes sense this year, or makes things worse. The IRA threshold they are three thousand dollars away from crossing.
None of it is urgent when I bring it up. That is the whole point. I would rather raise something five years early than explain it after the window closed.
People hire me so they can settle into retirement and stop scanning the horizon. So the system scans it for them. They should never have to know which question to ask.
Every expensive retirement mistake I have been asked to help fix started the same way: a decision made late, alone, under pressure.
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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
When Michael leaves work, that fat paycheck gets replaced by a coordinated system of withdrawals. He didn't just need an investment portfolio. He needed a transition plan. So I showed him the paycheck he pays himself starts five years sooner than he thought.
A retirement paycheck is the steady amount my clients pay themselves from their savings each month. Guardrails help them adjust that paycheck over time, spending a little more when markets are strong and tightening slightly when they’re not, so their money lasts.
My process converts accumulated wealth into an income system designed to replace the paycheck they have relied upon throughout their careers.
I'm a good referral for the client who says hello to the dog before saying hello to anyone else. She wants a life with more room to change her mind. Starting with tonight's plans. Ask her if she prefers silence to background music when she hits her sewing rhythm.
Melissa Moss
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Financial Services | Investment
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Price Wilkes
Benito Canales
Matt Valente
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