The Planning Studio is a holistic financial advisory firm in Atlanta, Georgia, helping individuals and families pursue the life and legacy they desire. Its consultative approach begins with listening to clients’ values, circumstances, and goals, then making complex financial matters easier to understand. The firm serves people building wealth, approaching retirement, already retired, and owning businesses, and offers guidance tailored to each client’s situation.

Its services include financial planning, investment management, wealth management, tax planning, insurance planning, and socially responsible investing. The team provides independent investment advice and can align portfolios with clients’ preferences and values. The Planning Studio also helps clients assess risks, explore potential tax-saving opportunities, and develop strategies for financial transitions and long-term goals.

Clients can use an asset-mapping tool to see a broader picture of their finances and monitor progress toward goals in real time. The firm also provides educational articles, calculators, and other online resources. Based in Atlanta, The Planning Studio emphasizes straightforward advice, timely communication, and a personalized planning process.