Kris and Debbie met at Florida Southern College in Lakeland FL, and spent 35 years working and serving in the Lakeland community. Debbie is a retired Lutheran school teacher. They moved to the North Georgia mountains in the spring of 2023 to be closer to their two grown children and five grandchildren. 

Whether you are just getting started, or you are looking forward to new opportunities to make a difference, taking the first step is often the hardest. Using a goals-based approach, we are here to help you develop a roadmap.

Having coached athletes, advisors, and clients over the past 35 years, I apply a teaching and coaching approach to working with clients. We use a process that is designed to identify the things that are important to you, inventory the resources at hand, and create a plan that is uniquely designed to help you achieve your goals.

Our clients include:

• Those nearing retirement age and needing assistance planning for both the financial and non-financial aspects of living in retirement.
• Individuals who face the reality of solo aging during pre-retirement and retirement years.
• High income earners who are looking to apply tax advantaged strategies to their plan.
• Young families who understand the importance of protecting their family from unexpected illness or life events.

We look forward to meeting you!