Foundation Planning

Welcome to Foundation Planning, the comprehensive financial planning resource for Mental Health Professionals.

Foundation Planning’s heart and mission is to be a bridge between the financial industry and the mental health industry. First and foremost, we desire to serve mental health professionals with high quality financial planning services at a reasonable cost that fits your budget because we understand the invaluable work you offer. Second, we hope to be a safe place for mental health professionals to refer clients for financial planning needs to further enhance the work you already do in your sessions.

We offer our services specifically to:

  • Mental Health Professionals
  • Family of Mental Health Professionals
  • Clients of Mental Health Professionals

Feel free to browse our website and view the services we offer and meet Phil, our financial planner. Should you have any further questions, do not hesitate to reach out; We’d be glad to speak with you.

Meet Phil

Hey, I’m Phil. I am a therapist and owner of Foundation Counseling in Marietta, Georgia. I’ve been a therapist since 2011 and absolutely love being able to serve people in that role. I love being part of someone’s journey into their heart, their pain and suffering and being able to offer care that facilitates healing… Continue reading Meet Phil

Services

We are so passionate about being able to journey with you in your finances. My hope is to empower you, to instill hope and confidence in your financial home and to be a source of support and encouragement alongside you the whole way. Check out our different levels of service for financial planning and see how we can best serve you.… Continue reading Services

Contact

Ready to start the process or just have some more questions for me? I’m glad to meet with you in person at my office in West Cobb, a coffee shop, a restaurant or even the comfort of your own home. For people who are not local, we can meet virtually (via Skype) or by phone.… Continue reading Contact