Business Details
14 Years
experience
Your Trusted Fee-Only Financial Advisor in Atlanta
Supporting Your Choices has been dedicated to empowering individuals and families with personalized financial guidance since 2012. Our virtual practice spans Florida, Georgia, and Colorado, offering clients the flexibility to engage through phone or online meetings while maintaining robust data security through cloud-based systems. We specialize in comprehensive financial planning, investment management, and tailored advice for diverse life stages, from newlyweds to retirees.Our team brings decades of combined experience in navigating complex financial decisions, including tax planning, estate strategies, and small business consulting. We prioritize transparency, charging hourly rates or annual retainers without selling insurance products or proprietary plans. Our process emphasizes goal-setting, fact-based information, and actionable implementation support to help clients achieve long-term financial clarity and success.
Services
Financial Planning
Investment Management
Small Business Consulting
Estate Planning
Tax Strategy
Retirement Guidance
Financial Education
Portfolio Management
Risk Assessment
Wealth Preservation
Details
- Year established: 2012
Highlights and features
- Virtual flexibility with secure cloud-based client data management
- Transparent fee structure with no product sales or commissions
- Specialized expertise in retirement planning and small business consulting
- Client-first approach emphasizing actionable implementation support
- Experienced team with decades of combined financial advisory experience
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Financial Planning
Our comprehensive financial planning service helps clients create personalized roadmaps for achieving long-term goals. We analyze current financial status, develop investment strategies, and implement actionable plans tailored to individual circumstances while emphasizing tax efficiency and risk management.
Investment Management
This service provides ongoing management of investment portfolios with quarterly performance reviews and strategic adjustments. We focus on asset allocation, diversification, and market trend analysis to optimize returns while maintaining alignment with clients' risk tolerance and financial objectives.
Small Business Consulting
Tailored financial guidance for small business owners covering cash flow management, tax planning, and growth strategies. Our consulting helps entrepreneurs navigate financial challenges while building sustainable business models aligned with personal and professional financial goals.
Estate Planning
We develop customized estate plans to protect assets and ensure smooth wealth transfer. Our approach combines legal document coordination, tax minimization strategies, and legacy planning to create comprehensive solutions that adapt to changing family dynamics and regulations.
Financial Education
Interactive seminars and personalized coaching sessions teach financial literacy across generations. We cover budgeting, investment basics, and long-term planning through engaging formats designed to empower individuals and families with lasting financial knowledge.
People
Bobbie Munroe
Lead Financial Advisor
With over 20 years of experience, Bobbie specializes in comprehensive financial planning and small business consulting. Her expertise in investment management and tax strategies helps clients achieve financial clarity through personalized, actionable guidance.
Questions
What services does Supporting Your Choices offer?
We provide financial planning, investment management, small business consulting, estate planning, tax strategies, and financial education tailored to individual client needs.
How does your virtual advisory process work?
We conduct meetings via phone or WebEx, use secure cloud systems for document sharing, and implement personalized financial strategies without requiring in-person visits.
What fee structures do you use?
We charge hourly rates ($95-$250) for standalone services or annual retainers starting at $2,500/year for ongoing financial planning and investment management.
Do you work with clients outside the U.S.?
Our virtual practice primarily serves U.S.-based clients, focusing on financial frameworks applicable to American tax and investment regulations.
How do you ensure client data security?
We use encrypted cloud storage systems with no sensitive information stored on local devices, maintaining compliance with financial industry security standards.
