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About
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
8 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
Projects and media
Reviews
Customers rated this pro highly for responsiveness, work quality, and professionalism.
Exceptional 5.0
8 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Lisa B.
Nov 24, 2020
•
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
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.
Stephanie P.
Nov 16, 2020
Working with Matt from Powell Financial was an awesome experience! He approached my financial situation very gently while also giving tangible to-dos to get me going in the right direction. Matt really knows his stuff and is able to educate without it being demeaning and that was something that was super important to me when finding a financial planner. I will certainly be returning to him for his services.
Kyle L.
Nov 16, 2020
My experience with Matthew was great. He helped me get some finances in a row and now I have college plan for my daughter!
Melissa F.
Feb 15, 2021
•
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
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.
