We craft customized financial plans for busy professionals and entrepreneurs. Everyone's personal situation/story is unique and we design plans to fit their needs. We coordinate all of the dimensions of a person's financial world (beyond investments --- it's income/expense management, insurance, tax advice, estate planning, education funding, retirement, etc). We want to convey EXPERTISE, DEPTH, and APPROACHABILITY. We have a slight focus on female positioning; however, we don't mean "Feminine." Our target audience is: executives, age 40-60, income >500K, kids, married, philanthropic, struggles with life/work balance, wants someone they can call about everything, sends kids to private school/college, sits on a non-profit board, socially plugged in in Atlanta, highly busy, committed to career, advanced degree, likes nice wine/food, enjoys mentoring, astute but trusting, intellectual but needs big picture.