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Phone:

(678) 218-4900

Fax:

(678) 412-4171

E-mail:

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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

Describes how Roth accounts can generate tax-free retirement income.

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Explores how investment strategy changes once retirement begins.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Shows how transfer-on-death designations help avoid probate costs.

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