Patrick King, CFP® Transformative Financial Planning

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About Patrick King, CFP®

At Transformative Financial, we’re very serious about providing outstanding financial planning and investment management for our clients – without taking ourselves so seriously.

Comprehensive, holistic approach? Diversified, low-cost investment strategy? Outstanding service? Sure, we do that stuff.

What makes Transformative Financial different is that we believe that we can be world-class financial advisors and still be our fun, caring, quirky and authentic selves.

Chances are, you’re not here looking for canned advice from a mega-firm. We’ve seen how the big firms do business. We’re extremely proud to be a small, independent practice. Your life’s savings are not our quarterly sales goal here.

WE’RE NOT FOR EVERYONE

We do our best work with:
• People who believe in growing and being authentic,
• People who want to save for the future while enjoying the present, and
• People who are comfortable knowing they’re just a little bit different.

Sorry, we’re not a great fit for:
• Racists, misogynists or homophobes,
• Chronically pessimistic people, and
• “Haters” in general.

If you fall into one of these categories, you deserve professional financial advice from a fiduciary advisor. However, we are just not a great match for you.

LET’S TALK

So if you’re looking for experienced financial guidance without the stuffiness of an old-school firm, let’s talk. Click the link below to schedule a call:

https://calendly.com/transformativefp/gettoknowyou/

patrick@transformative-financial.com | www.transformative-financial.com | 404-500-9261

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Ideal Clients

  • Business Executives
  • Entrepreneurs
  • Gen X
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Annual Fee: $4,000+ / year (Billed Quarterly)

SEC Records

States Registered

  • Georgia

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