How we work

Planning for a confident retirement

Planning for a confident retirement
We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Small Business
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Employee Stock Options

Community participation

2008 - 2013 Pink Ribbon Classic, Tournament of Hope, Swing Fore a Cure, Golfing Fore Children, Hope Fashion Show, American Cancer Society Auxiliary, Sandy Springs United Methodist Church, Sandy Springs/Perimeter Chamber of Commerce, Bobby Dodd Institute, National Alliance for Mental Illness (NAMI), United Cerebral Palsy.

Public Speaking Engagements:

  • Women’s Advisor Forum, Keynote Speaker, Chicago 2013
  • The Ameriprise Mid-America Leadership Women's Retreat, Keynote, Chicago 2013
  • The Ameriprise Florida Women's Retreat, Panelist, Orlando 2013
  • Women's Advisor Forum, Keynote Speaker, Dallas 2012

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals