Fee-only financial planning · Atlanta + virtual
Your salary. Your stock. Your family. One financial plan.
Fee-only guidance for professionals and families navigating complex compensation, business interests and big financial decisions. Work with Dan Mahoney in Atlanta or virtually.
INVESTMENT ADVICE, WITH CHOICE
Advice without handing over the controls.
Stay involved in your investments. Get help with the wider financial picture. True Square lets you choose what to manage yourself and what to delegate.
Manage your own investments
Keep investment decisions in your hands, with planning and guidance that connect them to the rest of your life.
Delegate investment management
Ask Dan to manage eligible investments within an agreed scope. Private investments and real estate remain non-discretionary: you make the final decisions.
WHEN LIFE GETS MORE COMPLEX
Does this sound familiar?
Your work, assets and family goals can raise questions that deserve a connected plan.
Stock compensation is a big part of my pay.
Connect compensation decisions with taxes, investments and the risks tied to your career.
My business is part of my financial future.
Look at business interests and other assets alongside your household priorities.
We have more to plan for than retirement.
Balance education, family commitments and longer-term goals in the same conversation.
A CONNECTED FINANCIAL PLAN
Your financial life, considered together.
Planning connects the practical details of today with the goals you are working toward.
Cash flow and taxes
Coordinate spending, saving and tax decisions as income and responsibilities change.
Explore planning
Investments and career risk
Consider portfolio risk alongside your work, property and other assets.
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Family and future plans
Plan for education, retirement and the financial legacy you want to leave.
Explore planning
HOW WE ARE PAID
Fee-only advice. A monthly fee agreed up front.
True Square’s ongoing services use a flat monthly fee, which can vary with the scope and complexity of your situation. Compensation comes from clients, not product commissions.
Understand the feesTHE PLANNING RELATIONSHIP
A plan you develop together.
Start with your priorities, develop a plan together and adjust as life changes.
- 01
Understand your priorities
Discuss your current finances, values and priorities with Dan.
- 02
Develop the initial plan together
Work together on recommendations that connect your circumstances and goals.
- 03
Review and adjust
Review progress and changes in your life, then update the plan as needed.
EXPLORE TRUE SQUARE
Get to know the approach.
Explore True Square’s published guidance on planning, investment management and fees.
A FEW PRACTICAL QUESTIONS
A few things to know before we talk.
Practical questions about working with True Square.
Can we work together remotely?
True Square describes a location-independent service. Contact Dan to discuss your location and circumstances.
What does fee-only mean here?
The firm is compensated by client fees rather than product commissions or third-party payments.
Can I ask for help with one specific issue?
The firm lists limited financial planning for focused questions or a second opinion. Ask Dan about current availability and scope.
How do I start?
Send a note through the contact page with the question you want to discuss and suitable times to speak.
LET’S TALK
Start with the question on your mind.
Tell Dan what you’re working through and arrange an introductory conversation about whether True Square is a fit.
Talk with Dan