A Plan Makes
Simplify your financial life
Avoid making bad investment decisions
Gain financial clarity
Serving the Unique Needs of Affluent Women and Successful Small Business Owners
Your CERTIFIED FINANCIAL PLANNER ™ for comprehensive planning. Serving you face-to-face in Atlanta or virtually across the United States.
"At Wealth Engagement, we dig deep and explore what's important to you. Then we create a plan that allows for flexibility that paves your path to financial success."
CERTIFIED FINANCIAL PLANNER ™
Serving Clients Since
Assets Under Management*