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Who we help:

  • Women building wealth and financial confidence.
  • Widows and widowers navigating financial life alone.
  • Business owners and entrepreneurs.
  • Blended families with complex planning needs.
  • People nearing retirement or already retired.
  • Caregivers managing finances for aging parents.

Financial Success is a Team Effort

Like you, we’re independent, professional, talented and creative. No one-size-fits-all here.

Independent Financial Advisor for Women and Families in Georgia — for now, and for whatever comes. Serving clients in Newnan, Peachtree City, and across Georgia with personalized financial planning, retirement planning, investment guidance, Social Security planning, and support through life transitions. Women, business owners, blended families, widows and widowers, and anyone navigating a major life change are welcome.

Financial Planning

Financial Planning

You need a road map and a travel guide. We provide experienced financial knowledge and we connect you with other professionals when you need them.

Retirement

Retirement

Save and plan for life beyond a career with discipline and strategy.

Family

Family

Pave the way for those you love and those who come behind you with careful planning and investment.

Investment

Investment

Build the most security from the earnings and investments you have—for now and the future.

WE'RE HERE FOR YOU!

Let’s get to know one another. We offer a free consultation, with no commitment on your part.

Contact Us

Did You Know?

Learn more with curated articles and videos on current topics, updated monthly.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Learn More

Savvy Updates For Your Success

What our team has to say:

Gwen Garrison

President/Financial Advisor

Gwen@LifePlanFin.com

How Can We Help?

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