About Minerva Planning Group
Minerva Planning Group is a fee-only financial advisory firm based in Decatur and Atlanta's in-town neighborhoods. The team focuses on building and implementing financial plans to help clients achieve their financial goals and attain peace of mind. As fiduciaries, they prioritize their clients' interests without accepting referral fees or selling commissionable products. Clients have praised the team's ability to provide valuable advice and create tailored retirement plans that consider individual needs and desires. They excel in translating complex financial concepts into understandable terms, making clients feel comfortable asking any questions. The communication from the advisors is noted as patient and clear, ensuring clients feel informed throughout the process. With years of experience, the team maintains a calm and evidence-based approach, offering regular market updates and accessible support. Many clients express satisfaction with the services provided, feeling more secure about their financial futures and recommending Minerva Planning Group to others seeking trustworthy financial guidance.
Amy did an excellent job with developing our financial plan. She developed multiple personalized scenarios to help us understand the impact of some major life decisions on our long term plan. They were great to work with, the process was smooth, and we felt the service provided a great value. We are looking forward to continuing our relationship with Minerva Planning Group the next time we need a financial plan check in.
We highly recommended Amy Mawson, CFP. Amy is so knowledgeable, personable, and professional. She explained everything in terms that we could understand. We feel that she covered all the details, came up with a plan that is in our best interest, and will be easy for us to follow. Thanks to Amy!
Amy was a delight to work with - professional guidance who understood our goals and needs. Came away with a much clearer picture of our financial situation and how we can plan for retirement. We appreciated that we could ask for good advice without being pushed particular investment or insurance products - no sales, just great information. Would highly recommend, and will be working with Minerva Planning Group in the future.