Powell Finance Group

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Introduction

Hey, After graduating with a degree in Personal Financial Planning, we quickly took the value over commissions approach immediately. Meaning none of our revenue is generated from our advice and recommendations. I’d love to set up a quick call to understand more about what you’re looking for in your plan. Our years of experience has exposed us to many scenarios. General advice just doesn’t work, personalized advice is made for YOU! Typically, our plans include: -Initial Consultation and Assessment -Personalized Detailed Financial Plan -Investment Planning -Tax Planning -Insurance and Risk Management -Estate Planning -Debt Management -and ongoing support optional after the delivery of your detailed plan. Talk soon! Matt Powell

Overview

Hired 5 times

Background checked

1 employee

7 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Credit card and PayPal.

Services offered

Accounting needs

Bookkeeping

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Real estate

Construction

Projects and media

7 photos

Projects and media

7 photos

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

Exceptional 5.0

8 reviews

5

100%

4

0%

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Read reviews that mention:

Melissa F.

Feb 15, 2021

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Hired on Thumbtack

Thumbs up experience with the Powell Group. Great quality work, upfront outline of expectations and follow-up emails every step of the way until my project was completed. I appreciate all research and hard work the Powell Group provided on my project. I look forward to using their services again soon!

Details: Small business (fewer than 10 employees) • Mid-stage (2-5 years) • No business plan in place • Retail / consumer goods • At the pro’s location • My home, venue, etc. • Remotely (phone or internet)

Business Consulting

Elysia W.

Jan 2, 2021

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Hired on Thumbtack

Details: Small business (fewer than 10 employees) • Startup (less than 2 years) • No business plan in place • Healthcare • Remotely (phone or internet) • My home, venue, etc. • At the pro’s location

Business Consulting

Lisa B.

Nov 24, 2020

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Hired on Thumbtack

I needed a consult because I hadn’t received my refund and was provided with advice. He spent time and reviewed my info.

Individual Tax Preparation

Johnathan W.

Nov 17, 2020

We were cut short on time due to another meeting with our co workers, but the time we had helped me out. I am excited to get back to it. There is a lot to come. He is the perfect man for the job

Jhonny L.

Nov 16, 2020

As a science major in college, I was not paying enough interest in my finances. I knew I needed to budget more but didn’t know where to start. Luckily, I knew someone that was studying business and had more than enough experience from his personal businesses, Matthew Powell. Matt was able to come up with a budgeting plan that was altered specifically for me, focusing on needs versus wants and prioritizing things that were most important to me. Thanks to Matt, I was able to get control of my finances and set short-term and long-term goals.

Credentials

Background Check

Matthew Powell

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are based off of complexity for the financial plan, then our Quarterly Advisory sessions are charged monthly after we deliver the detailed financial plan.
What is your typical process for working with a new customer?
Typically it involves and in-depth conversation so that I can learn more about your goals!
What education and/or training do you have that relates to your work?
I have taken online courses and read a plethora of books to educate myself alongside my degree in Financial Planning at the University of Georgia.