A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Member of The Academy of Dental Management Consultants (ADMC) since 2005
ADMC National Meeting, Presenter
Schwartz Consulting’s Dental CEO Success Seminar, Speaker
Speaker at various dental schools & dental study clubs Atlanta Magazine’s 5 Star Wealth Manager*
Graduate of Boston College Bachelor of Science, Major - Finance Member of the Financial Planning Association & Board of Directors Emeritus (Georgia Chapter)
Founded independent financial planning practice, E2E Financial, LLC, in 2015
Andrés has been advising clients and their families since 1993. E2E serves dentists, doctors and women in life transition as their Personal CFO. E2E focuses on financial planning, investment planning, estate planning, benefits planning and succession planning needs.
Andrés has been interviewed on financial topics by The Atlanta Journal Constitution, Bloomberg Radio, and Channel 2 WSB-TV. Andrés has also published financial planning articles in Dentist’s Money Digest. Andrés has been featured on A Step Above, the audio newsletter of the Academy of Dental Management Consultants (ADMC).
*Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients, such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.
Olivia is a lifetime member of the Girl Scouts of America. She was an active scout for 13 years; pursuing over 300+ hours of community service, while earning her Bronze, Silver and Gold awards. Olivia's academic background includes graduating as Salutatorian of her high school class in 2013, the same year she earned an A.S. in Psychology from Georgia Perimeter College. She went on to earn a B.A. in Speech, with a minor in Spanish, from Georgia State University in 2016. Her favorite part of college was studying abroad in Mexico City, Mexico, Granada, Spain, as well as Cordoba and Buenos Aires, Argentina. When Olivia is not helping clients organize their financial futures, she spends her time in the mountains, camping and hiking, as well as cooking family recipes, scuba diving, and adding destinations to the growing list (13+) of countries she has visited.
As a business owner, Theresa is intimately familiar with the needs and financial concerns that E2E Financial clients face. She knows the stresses and joys of owning a business and how fragile financial security can be, so she is ready to help you organize with Andres so you can pursue your financial independence.
When not in the office, Theresa is busy as an illustrator and portrait artist, specializing in colored pencil and airbrush, although she also creates in graphite, pastel, and the occasional digital painting in Photoshop.
E2E Financial, LLC is here to help you master your finances in the pursuit of your goals.
E2E means "Ever to Excel."
Ever to Excel is the English translation of the Ancient Greek phrase 'αἰὲν ἀριστεύειν' .
The phrase is derived from the sixth book of Homer's Iliad, in which it is used in a speech Glaucus delivers to Diomedes. During a battle between the Greeks and Trojans, Diomedes is impressed by the bravery of a mysterious young man and demands to know his identity. Glaucus replies: "Hippolochus begat me. I claim to be his son, and he sent me to Troy with strict instructions: Ever to excel, to do better than others, and to bring glory to your forebears, who indeed were very great ... This is my ancestry; this is the blood I am proud to inherit."