top of page
Welcome To Footlamp Financial
Flat-fee wealth management services delivering investment consulting and advanced planning to ensure our client's financial houses are in order, so they can live their ideal life.
Explore More
Who We Serve
Individuals and families age 50 and older who are in or near retirement in the Auburn-Opelika, Alabama area, metro Atlanta and virtually throughout the country.
Our Process
1
Introductory Call
15-30 Minutes.
Discuss your needs and schedule discovery meeting.
4
Mutual Commitment Meeting
Enter into agreement.
​
​
2
Discovery Meeting
60-90 Minutes.
Learn about client and assess how we can bring value.
​
5
45-Day Follow-Up
Finalize initial financial plan. Identify initial implementation items.
3
Initial Findings Meeting
Presentation of preliminary financial assessment.​
​
6
Ongoing Progress Meetings
Progress reports and ongoing financial planning.
​
bottom of page