Financial Planning & Wealth Management

Our mission at Cahaba Wealth Management is to help our clients build and preserve wealth by providing objective, fee-only advice. We offer a comprehensive approach to financial planning and investment management, tailoring our plans to each client’s specific goals and risk profile. All relationships begin with a financial plan, whether we manage money for clients or not. Our plans include, but are not limited to, the following objectives:

  • Retirement Planning
  • Estate Planning and Transfer Strategies
  • Investment Planning & Management
  • Tax Planning
  • Risk Management
  • Corporate Benefits Analysis
  • Educational Funding

Final Plan in Writing and Tailored
The final outcome of the above mentioned services is a written, actionable financial plan. We deliver this plan in a timely fashion and create a specific checklist of items necessary to implement its recommendations. We will then create a formal schedule for follow up to ensure implementation of the various action items. Over time, we will continue to update this plan as information evolves, and continue to assist with implementation of new recommendations. Each plan is tailored to the individual client’s needs.