Chris McCall
Guiding Families to Build a Legacy Beyond Wealth
- Role
- Owner Chief Improvement Officer at Journey Beyond Wealth
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
About Chris McCall
As a life-long learner with great curiosity, I\'ve seen a lot over the years and learned…
Experience
Owner Chief Improvement Officer
Jun 2021 — Present · Atlanta, GA, US
We\'re not your typical financial advisors. We build customized investment portfolios to endure any market, and we dot every \"i\" and cross every \"t\" with proactive, ongoing financial planning. But we don\'t just try to protect and maximize your financial wealth, we care about helping you live your best life. Ultimately, your financial resources should afford you the time and flexibility to pursue what\'s most important to YOU. What if you could cut back on work or stop altogether to spend more time with your family.or pursue a dream or interest? What if you could make a change in your life that would improve the quality of the relationship you have with your spouse, children, or others? Questions like these often have financial ramifications and we encourage meaningful conversations about what really matters to you. You imagine the best version of your life, we help you gain clarity in the process, and then we synthesize the complex financial issues into a simple plan to help you get there. Ultimately, life isn\'t about the money.it\'s about the journey, the memories you create, and the legacy you leave behind. You deserve to live your best life.
Skills
- Asset Management
- Financial Analysis
- Asset Allocation
- Investments
- Fixed Income
- Client Services
- Portfolio Performance Analysis
- Client Education
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Wealth Management
- Investment Advisory
- Relationship Management
- Investment Management
- Financial Planning
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