The Monitor Group, Inc.
534 Blackburn Drive
Martinez, GA 30907
(p) 706.854.8040
(f) 706.210.9587
Thank you for visiting our website.  If you are seeking additional
information about fee-only financial planning services provided by The
Monitor Group, Inc., we encourage you to read the following
information.  If you are already a client and need to update your
personal information or check on the status of your account(s) with
Charles Schwab & Co., Inc., please proceed to the last paragraph.

The Monitor Group was founded in 1992 to provide comprehensive,
fee-only financial planning and investment advice to our clients.  
Our role is to understand the individual’s financial and personal life
objectives, develop a strategy for achieving those goals and work with
them to put those plans into action.

The first step is an Initial Consultation to get acquainted, discuss your
circumstances and determine what financial planning services best
meet your needs.  Call us at 706.854.8040 to learn more or initiate the
process.  We will request your name, contact information, and a brief
summary of your financial situation.  

In turn, we will mail an introduction letter and packet of information to
be reviewed and completed.  We will also list information for you to
bring to your Initial Consultation.  If at anytime you have questions or
need help with this process, please call or send an email.  

The following steps consist of gathering vital information and data to
help us prepare your specific plan.  
This information is treated with
the highest level of confidentiality
and is only used in connection with
the work we do for you.  Once a contract and terms have been
accepted and signed, the plan will be presented to you over the
course of a few subsequent meetings.  This is not an overnight
process.  We provide a comprehensive, in depth, detailed financial
plans based on your unique circumstances and goals.  

We seek to build long-term relationships, offering continued financial
advice and support.  We meet with clients at least annually to monitor
their plan and adapt it to changes in objectives or life’s circumstance,
new laws, and changes in an increasingly complex financial world.  

Please contact us to learn more about financial planning.

Our hours of operation are:


    * Holiday Closures will be announced on the Home Page.

For our existing clients, this website provides you with a variety of
easily accessible options to maintain your financial plan.  Anytime you
need to make changes or updates to your personal information listed
with The Monitor Group, please get in touch with us by phone, e-mail,
or by using the form available on the
Contact Us Page of this website.  

For easy access to
Schwab Alliance, in order to check the status of
your account(s), please click on the link below:

If you have any questions or concerns, please contact us by phone or
TMG Client Meeting
Monday – Thursday
9:00 am – 5:00 pm
9:00 am – 3:00 pm
Saturday – Sunday
(c) 2011 - 2018 The Monitor Group, Inc.  All rights reserved.
A Registered Investment Advisor
C  lient Process...
Fee-Only Financial Planning