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Our Process

Our process begins with getting to know you and your goals. Tell us where you are and where you would like to be, and we'll work with you to develop a plan that suits your needs. And as your life changes, so will your plan, so it better aligns with your new path.

 

We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, but it can also reduce the damage disability, critical illness, or other sudden losses of income may have.

01.

Introductory Meeting

In our first meeting (virtually or in-person), we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and what a successful relationship looks like.

02.

Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

03.

​Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

04.

Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan, so it transitions along with you.

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CPA Allies

10 Glenlake Pkwy NE #130
Atlanta, GA 30328

Contact us:

404-596-8080
jmorris@cpaallies.com

Get in Touch

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of CPA Allies LLCâ„  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by CPA Allies LLCâ„ , a Registered Investment Advisor in the State of Georgia. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Georgia or where otherwise legally permitted. CPA Allies LLCâ„  and Jeff Morris are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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