top of page

Phone:

(678) 218-4900

Fax:

(678) 412-4171

E-mail:

  • Facebook
  • Linkedin

By appointment only

Fiduciary Financial Planning & Financial Therapy for Women and the Men Who Value Our Approach

At InvestHER Fiduciary Solutions, we help women, entrepreneurs, and families move beyond financial uncertainty and make informed, confident decisions. Our approach combines fiduciary financial planning, retirement planning, investment management, and financial therapy to address both the numbers and the behaviors that shape your financial life.

Because financial decisions are rarely just about money. They are influenced by your experiences, expectations, emotions, and sometimes the pressure to appear successful while quietly feeling uncertain. That is where our work is different.

We help you align your financial strategy with your values, priorities, and long-term goals, replacing confusion, avoidance, and overextension with clarity, confidence, and intention.

Whether you are preparing for retirement, growing a business, building wealth, or navigating a major life transition, we develop personalized strategies designed to help you build, protect, and sustain your wealth over time.

Our goal is simple: to help you make financial decisions you understand, feel confident about, and can sustain for the long term.

RETIRE WITH CONFIDENCE

Melissa L George, AIF®, CF2®, CFT™, CFS®, PFPS™

Founder & CEO, Fiduciary Financial Planner & Financial Therapist

REVIEWS: See what clients are saying at YELPGoogle, or BBB

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Outlines steps toward handling financial setbacks and emerging stronger.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Guides readers through estimating a realistic retirement savings target.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This calculator is designed to help you attach a dollar figure to your life’s work.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How Long Will Your Funds Last?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck