Ed Kerns/Legacy Planning Group
As a wealth management firm, Legacy Planning Group has a fundamental belief that the only value of money is in its use. So they help their clients discover their hearts desires and what they value most in order to use their financial resources in support of those values. As a fee-based wealth management firm, their services consist of investment consulting and advanced estate planning for businesses, families and individuals.
In working with business owners, families and successful individuals for the majority of his career, Ed Kerns has developed a few fundamental beliefs that guide him and help others understand “Why” they do what they do. He believes there’s simply no such thing as a purely financial decision since everything affects everything else. In other words, there’s no separating the 5 F’s – Facts, Faith, Feelings, Family, and Finances. Of these 5 variables, feelings or emotion, is usually the dominant factor. Emotion then combined with what we believe, accurately or inaccurately, dictates our behavior. This is often where people get into trouble.
There are a variety of studies that reveal how people don’t manage this emotional dynamic well amidst the complexities of the 5 F’s. Since so many things like the economy, markets, bird flu outbreaks, or the next apocalypse du jour as media reports it are bombarding us daily, it becomes vital to focus on the things we can control versus those things we can’t control. That’s where Legacy Planning Group comes in to help control the controllables.
Julie King/Starkey Mortgage
Starkey Mortgage, founded in 2000, and headquartered out of Plano, TX has offices in eight states and has been named one of the TOP 100 Mortgage Companies of 2012. In the Metro Atlanta market, Starkey Mortgage is a TOP 10 Lender. With in-house processing, underwriting and closing, Starkey Mortgage processes more loans faster! They strive to close loans in a matter of weeks rather than months.
As a graduate of Xinnix, one of the most proven comprehensive mortgage academies in the nation, Julie will ask the right questions, listen to your priorities and tailor your loan accordingly. Working with Julie and her proven team allows you to relax. Communicating with you step by step is the kind of exceptional and consistent customer service you will experience throughout the loan process. Having been a previously licensed in Georgia Real Estate agent, Julie understands the market and how it operates. For over 25 years Julie has been a successful business professional in the Atlanta area and with her financial knowledge she will be able to assist you in your long-term financing needs. One of the largest investments you can make is purchasing a new home. With your financial needs in mind, Julie’s team knows loans are not designed with a “one size fits all” mindset. They are available to guide you to the best mortgage loan option available. Whether you are financing a new home or refinancing your current home, it would be their privilege to serve you.
Anna Stevens/EQ for Success
EQ for Success, LLC is an Atlanta-based consulting, training and coaching company that offers private and public workshops, seminars, keynotes and other training and development solutions. They design and deliver training sessions that range from one hour to several days in length and are tailored to your specific training and development goals and needs. They also offer executive coaching, one-on-one and in small groups.
Their focus is Emotional Intelligence. You deal with your emotions on a regular basis, there is no way you can avoid them. Emotions can have either a positive or negative impact on your behaviors and actions, which can either help you achieve your goals or destroy them. They help you advance your 15 workplace competencies that determine performance and success.
With their diverse international background and creative, insightful and thought-provoking training solutions, they work to engage, motivate and inspire their audiences, increase their productivity, improve relationships, and enhance performance.
Anna Stevens is a woman of influence. She helps people discover the POWER OF MIND and utilize it to CREATE SUCCESS! She has an extended and increasingly diverse international experience in marketing, branding, management, PR, training and development, and social media, which she now utilizes helping businesses succeed.
Anna is a domestic violence survivor and a warrior for women’s right to be respected and loved. She is an entrepreneur, business consultant, coach, blogger, and author of the new book called Turn Your Dreams And Wants Into Achievable SMART Goals!