Capital Benchmark Partners, LLC
Financial Planning Firm for Women Small Business Owners
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Investment Management

CFP Atlanta, GA

Fee only Financial Planner Atlanta, GA

Female Financial Planner

Financial Planning for Women

Financial Planning for Entrepreneurs

Financial Planning for Millennials and Gen X

INVESTMENT SERVICES

Breaking down investing so you know what your money is actually doing.


How you invest is as important as what you invest in, and getting that “how to” advice shouldn’t cost you an arm and a leg. Here, we pride ourselves on giving our clients flexibility to choose how they want to receive investment advice and asset management services. Take your pick from the Investment Service Menu.


1. Financial Planning + Investment Advice

What you get:

Best if:

  • You want ongoing monitoring of your accounts, and we notify you of any significant changes that need to be made based on economic trends and forecasts, news, and other factors that could potentially affect your investment portfolios.
  • You want ongoing guidance and advice.
  • You want to be in control of your accounts but also want a professional money manager to oversee your accounts too.
  • You prefer us to help keep you accountable and stay abreast of the investment environment.

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2. HOURLY CONSULTING

What you get:

Best if:

  • You need financial planning advice and want to know whether you’re investing appropriately for your desired future.
  • You don’t want active asset management.

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3. ASSET MANAGEMENT ONLY

What you get:

Best if:

  • You know what you’re doing with your financial planning but just aren’t sure how to invest your money accordingly.
  • You want to be in control of your accounts but also want a professional money manager to oversee your accounts too.
  • You’re looking for a place to open an investment and/or retirement account.
  • You’re looking to rollover or transfer your money from another financial firm or job.

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WHAT'S INVESTMENT ADVICE?

Simply put, you receive advice on:

  • How your investment and retirement accounts should be allocated and invested based on your risk tolerance, time horizon, investment experience, and financial goals
  • What specific investment vehicles should you allocate your funds towards in each of your accounts
  • How often and when it is appropriate to re-balance your accounts and change the investments
  • How your accounts are performing and if it is on track to getting you where you need to be

We help you stay abreast of your investments and the markets while keeping out the noise so that you don’t make any investment decisions purely off emotion.

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WHAT'S ASSET MANAGEMENT?

You can choose to have us directly manage your accounts. This doesn’t mean you relinquish all control of your accounts; it just means that you are choosing to add another layer of financial accountability and efficiency. We will help you consolidate your financial accounts to more easily keep track of how your investments are performing and directly report to you.

Types of Accounts we can open for you and help actively manage:

  • Traditional & Roth IRAs
  • Beneficiary IRAs
  • Spousal IRAs
  • SEP IRAs
  • Investment accounts for trusts
  • Brokerage investment accounts – for single and joint owners
  • 529 College Savings
  • Accounts for Minors (UTMAs & UGMAs)

Services included but not limited to the following:

  • Open Roth IRA, Traditional IRA, SEP IRA, Spousal IRAs, and Beneficiary IRAs
  • Roll over your 401(k), TSP, or other retirement account from a previous employer
  • Process your retirement account contributions and distributions
  • Process contributions to your investment accounts
  • Transfer your investment and retirement accounts from another financial firm
  • Receive monthly account statements

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