Alexia Johnson | Financial Planner

Top Pro

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Zip code

Annual income

Service type

Career stage

Responds in about 1 hour

Introduction

As a seasoned financial planner, I specialize in crafting personalized financial plans to secure your future. My planning philosophy, anchored in "beginning with the end in mind," sets the tone for a forward-thinking approach. Our process begins with a thorough initial consultation, allowing me to understand your unique financial landscape. From there, I meticulously create a comprehensive plan of recommendations tailored to your needs, with a strong emphasis on retirement planning, savings, debt mitigation strategies, investing, and risk management. Collaboration, trust, and a commitment to your best interests lay the foundation for a secure and thriving financial future.

Overview

Current Top Pro

Hired 6 times

Serves Atlanta, GA

Background checked

1 employee

1 year in business

Business hours

SunClosedMon8:00 am - 6:00 pm

Payment methods

This pro accepts payments via Credit card.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2023

Featured Projects

6 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

13 reviews

5

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Read reviews that mention:

Madeline U.

Nov 18, 2023

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Hired on Thumbtack

Alexia is a delight to work with. She is passionate about finance and is willing to go the extra mile to help you achieve your financial goals. I have enjoyed working with Alexia for about a year now and am excited to continue to work with her for many years to come. Working with Alexia would be a great decision when it comes to connecting, communicating, and growing with your financial situation, no matter what it might be.

Personal Financial Planning

Crystal B.

Dec 12, 2023

·

Hired on Thumbtack

Ms.Alexia understood and listened to everything I wanted. Very effective communication. I am happy if the decision i made 🥰

Personal Financial Planning

Briana C.

Mar 15, 2023

Alexia is, not only a wonderful financial advisor, but also a beautiful person. Having known her for over ten years as a former colleague, a friend and entrepreneur; Alexia is most certainly a considerate and passionate woman. Her morals and values on a personal level extend into her professional life and it shows. The dedication, the transparency and adaptability are all excellent aspects I believe are necessary to maintain the threshold of what it means to be a phenomenal, financial advisor.

True J.

Mar 15, 2023

Working with Alexia was amazing!! She made me feel comfortable discussing things that can sometimes be difficult. She made me feel like there is alot of value in my financial future.. I am excited to continue working with her. She is a keeper!! Thanks!!

Shauna C.

Mar 4, 2023

Working with Alexia gave me peace of mind. She handled our meeting professionally. My options were clear and made sense and she happily answered all my questions. I recommend anyone who is interested in taking control of your financial goals and maximizing your opportunities to work with her! Thank you Alexia!

Credentials

Background Check

Alexia Johnson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
There’s no fee for meeting with me. My compensation is commission based from my firm when you implement the recommendations I put together. If we manage your assets, I will receive a percentage of AUM as well.
What is your typical process for working with a new customer?
We will conduct an introductory interview and from there we will follow up with a proposal meeting where we will go over our recommendations and you can agree to work together.
What education and/or training do you have that relates to your work?
Me and my team and insurance and securities licensed.

Alexia Johnson | Financial Planner

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