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Our Primary Purpose

Our primary purpose is to help our clients achieve their financial goals. At Coosa Financial Planning we take a holistic approach to personal finance. This approach is comprised of expectation management, education and high quality investments that are chosen with your financial goals in mind. There is no such thing as a perfect plan, but having a comprehensive financial plan will help you achieve your goals. 


Finding Your Fit

We invite you to discover what our firm can do for you. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Choosing a financial planner is an important decision. Choose Wisely!

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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