Patrick King, CFP® Transformative Financial Planning
- 2020 Howell Mill Rd. NW, Suite D-176, Atlanta, GA 30318
- (404) 500-9261
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.
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:
- Business Executives
- Gen X
- Investment Planning & Management
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Annual Fee: $4,000+ / year (Billed Quarterly)