Financial Innovations, LLC
Financial Innovations, LLC is a fee-based firm that tailors fees to meet client needs. We work on either a set fee, an hourly fee, or a commission-only fee. During an initial free consultation, we gather the necessary information to determine which fee structure works best for your individual situation.
We recommend, prior to your complimentary consultation, that potential clients print out and complete the following documents: a) document checklist, b) financial planning questions, c) personal budget worksheet, and d) personal information sheet. The initial consultation will give you the opportunity to learn about our firm and enable us to assess whether we can meet your needs.
Promptly after the first meeting, we prepare a written proposal detailing the areas we will analyze and outlining in detail the fee options. Clients receive a customized financial plan that includes a personal financial statement, an income tax projection, cash flow calculations, financial independence results, asset allocation model, estate planning review, insurance evaluations, and employee benefits advice. Each plan includes a written assessment including a “to do” checklist. After the client reviews the initial plan, it is then modified to meet the financial and emotional goals of the client, creating a “FINANCIAL/EMOTIONAL PLAN.”
Our goal is to assist our clients in meeting their financial/emotional plan goals. We are a “financial quarterback” to assist our clients and handle any questions or problems that arise during implementation. Although we are a wealth management firm, many of our clients are invested in their own companies,real estate, and/or their company retirement plans, and for those clients we offer a fee-based option.
Laura K. Schilling, J.D., CPA, Certified Financial Planner (CFPTM), Certified Senior Advisor (CSA®), is principal and founder of Financial Innovations, LLC. She is also licensed to practice law in Georgia and Florida. Laura was named by Georgia Trend Magazine as part of its Legal Elite for 2009 for her legal work in taxes, estates, and trusts. She has also been named as a five time Five Star Wealth Manager Award winner from Atlanta magazine. Laura has been published in Forbes magazine as well as some magazines such as Best Self Magazine. She also has taught a class for Bisk education for CPAs.
Clients benefit from Laura’s legal, accounting, and financial planning expertise. This diverse background enables her to review a client’s financial situation from many different perspectives. She can also review and draft legal documents and tax returns.
Laura began her professional career as a Certified Public Accountant at Habif, Arogeti, & Wynne, an Atlanta based accounting and financial services firm. She later earned a law degree and established a legal practice specializing in estates, wills, and trusts. Prior to founding Financial Innovations, LLC in 2003, Laura worked for a large Atlanta based financial planning firm. Laura holds a BBA degree in accounting from Emory University and a J.D from the Georgia State University College of Law, where she graduated cum laude.
Laura has served on the board of directors of the Boys and Girls Clubs of Brookhaven and is active in numerous civic and community organizations. She is a member of the Georgia Society of CPAs, American Institute of Certified Public Accountants (AICPA), and the Georgia and Florida Bar Associations.
Laura is well known for her active referral network of business professionals, enabling her to link clients, friends, and colleagues to valuable resources and services they need.
A native of Long Island, N.Y, Laura has lived in Atlanta for over 25 years. She is active in both her children’s lives, and enjoys museums, travel, and cultural events.
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Financial Innovations, LLC