A financial advisor will help you manage money and reach financial goals. This service is offered by several companies in Marietta. Casey Smith, John Massey, as well as Yeomans Consulting Group, are just a few. They are experts in helping clients achieve financial freedom and reaching their financial goals.
Casey Smith
Casey Smith is a certified financial planner who has worked for Wise Wealth Management. His practice is a fee only investment advisory firm. He does not receive commissions for any sales of investments or financial products. He is held to a fiduciary standard of care.
Smith has been recognized for his work in several areas. Smith was named as one of the Top Twenty ETF Innovators in the United States by the Cobb Chamber of Commerce, and the Best Financial Planning Firm of Marietta, Georgia. He is also quoted in many publications. He hosts the Wiser Wealth Management Roundtable podcast, which discusses financial planning.
John Massey
John Massey is a financial advisor in Marietta. He has more than 25 years experience in the financial sector. Prior to his current role at Marietta Wealth Management, he held positions at Qualified Plans, LLC, and Massmutual. He specializes in retirement plan services, including plan design, fiduciary oversight, investment advice, and participant education. He is also a CPA and a member of American Society of Certified Public Accountants.
Yeomans Consulting Group
The Yeomans Consulting Group is an international financial advisory firm based in Marietta. It manages regulatory assets in excess of $183.1M and has 1,322 accounts. It has been in operation since 2012 and is registered with SEC. The firm offers business owners succession planning as well as financial planning. Financial advisors from the firm help clients create and implement financial plans.
The firm employs 6 people, all of whom are registered investment advisers and researchers with state securities authorities. The firm pays a salary to financial advisors, and they receive bonuses based on their performance and company growth goals. A financial advisor must be able to care for prospective clients and walk them through the financial planning process. The qualifications for this job include a bachelor's Degree, an S65 license or S66 license, and knowledge of insurance. Additionally, they must have previous experience with Microsoft Office Suite, Excel and CRM.
Truist Advisors
Truist Advisors, a financial advisory company based in Marietta, Georgia has offices all over the state. The firm has 2,725 employees and 341 locations. Its assets exceed $32 billion and it has 126.886 customer accounts. Jonathan Brummel, a registered agent for securities and an investment advisor representative in Georgia, has been in the financial sector for more than 26 year.
The following qualifications are required to become Truist Advisors' financial advisor in Marietta. Truist Wealth employs a mix of investment strategies such as short- and long-term buying, trading margin transactions, option writing, option writing, and fixed income securities. Common and preferred stocks as well as mutual funds, ETFs and options are all available. In addition, the team follows an ethical and professional process.
FAQ
What are the responsibilities associated with a life coach
A life coach helps individuals achieve their personal goals. He/she provides education on how to improve your health, nutrition, fitness or work/life balance, as well as advice about career development and relationships.
Life coaches should help clients have positive attitudes toward self-improvement, and set realistic goals for success.
A coach can offer encouragement and support, which is the most important thing. They don't have all the answers but they know how to ask questions and guide you towards solutions.
They can help you make informed decisions and take steps to achieve your goals.
Will a life coach help me lose weight?
While a coach may help you lose some weight, it won't guarantee that they will be able to help with other aspects of your life. A life coach can offer advice on how to reduce stress levels and build healthier habits.
This means that you can have a life coach to help you make positive changes in life like eating healthier, less alcohol, exercising more and better managing your personal time.
What will I get from my life coaching session?
We will discuss your goals and needs during your first life coaching session. Then we'll discuss your goals and identify the obstacles to reaching them. Once we've identified the problem areas, we'll design a plan of action to help you reach your goals.
We will keep you informed every month, to ensure that everything is going according to plan. If there's anything you want us to address, please let us know.
We are here to assist you throughout the process. You will always feel like we are there for you.
What should I expect when I first meet with a life coach
An hour is usually the average time for your first session with a coach. Your coach will meet you face-to-face your first time.
At this stage, your coach will ask you about your current situation, what you'd like to change and why, and how much support you want from them. Your coach will use this information in order to customize their approach to your needs.
A questionnaire might be requested so your coach can get to know you and your priorities.
Your coach will discuss the services they offer, and their fees, at the conclusion of your first meeting. Together you will decide which services are best suited for you.
Statistics
- According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.com)
- According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
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What questions do life coaches ask?
Life coaching can help people improve their quality of life by helping them to develop self-awareness, selfcare, and positive change. It is a great profession for those who wish to make a difference in the lives of others.
Life coaches are trained and certified to listen to clients, understand their problems and lead them towards the right solutions. They can guide you in any area of your life, including finances, personal development, parenting, finances, spirituality, nutrition, and spirituality.
They can assist you in identifying the obstacles that are holding you back.
A life coach may suggest ways to improve your diet and exercise habits, your social interactions, and other areas of your personal life.
A life coach can help you discover your path and give suggestions for getting started.
Some questions they may ask are:
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What do you want out of life?
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What do you feel every morning?
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Where do you want to be in five-years?
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Who do you admire? Why?
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What makes you happy
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What does success mean to you?
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What are your fears about the future?
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What is your greatest strength
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What are some areas you should work on?
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What is the one thing you wish your life had taught you before you set out on your journey?
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What are three things you love doing?
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What are your greatest gratitudes?
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What are your values
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What value do you place on yourself?
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What are the things you don't like about yourself?
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Are you curious about why you act/feel the way that you do?
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Do you ever feel stuck?
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Have you ever felt depressed?
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What did this experience teach you?
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What do other people say about you?
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How do you feel about yourself?
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How do others perceive you?
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What are your family and friends saying about you?
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Which was your most challenging?
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What is the most valuable piece of advice that you have received?
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What was the biggest mistake you made?
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What can others expect of you?