Overview

Piece of Wealth Planning is a holistic fee-only virtual financial planning firm dedicated to serving charitably inclined individuals and families who want to make a meaningful impact. We are based in Atlanta, Georgia and work with clients in person and virtually around the United States. We combine our years of experience, core values, and a heart to serve others to deliver financial plans uniquely designed for you. We believe that everyone deserves access to resources that will help them become a wealth builder. We understand personal finance can be complicated sometimes, which is why we are so passionate about helping you simplify it. This will enable you to focus on what really matters most to you. Together, let’s create your tailored financial road map that will guide you to live well, give generously, serve others, and leave a legacy.