Life & Career Planning Services
Navigate life’s big transitions with confidence. Our life & career planning services in Dalton, GA, helps you align your money with your life goals.
At FoundationWealth, we believe wealth extends beyond finances—it’s about living with purpose, practicing faithful stewardship, and experiencing freedom in every area of life. That’s why our life and career planning services take a holistic approach, helping you align your financial decisions with your values, lifestyle, and long-term calling.
We believe wise financial planning begins with practical, lifestyle-based strategies. Before investing or pursuing major financial goals, it’s important to first prioritize your everyday needs—such as reducing debt, building emergency savings, and creating a budget that supports your family and career path. By laying this strong foundation, you gain the clarity and confidence needed to move forward with intention.
Our Services Include
- Goal Setting: Collaborating with you to set clear, achievable financial goals for every stage of life.
- Budgeting and Savings: Creating practical strategies to help you manage your cash flow, reduce debt, and build up your savings.
- College Savings: Helping you explore and implement strategies to save for a child’s education.
- Retirement Plan Rollover Services: Guiding you through the process of rolling over your 401(k) or other retirement plans when you change jobs.
- Major Purchase Planning: Developing a financial plan to prepare for significant purchases, like a new home or vehicle.
How FoundationWealth Helps
Our advisors at FoundationWealth partner with you to evaluate not only your finances but also your career goals, personal well-being, and faith-driven purpose. Whether you’re navigating a career transition, planning for a family, or considering new opportunities, we provide personalized strategies that seek to integrate every aspect of your life.
With a holistic view of wealth and well-being, we help you create a balanced plan that strives for financial stability, career growth, and spiritual peace. Our mission is to empower you to make decisions that reflect biblical principles, help safeguard your future, and work toward lasting liberty.
Begin your journey toward intentional living today with FoundationWealth’s life and career planning services—where faith, finance, and purpose come together.