Patrick Michel

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

We help Chick-fil-A Operators + Support Center Staff grow wealth to empower purposeful living + giving. Our services include Financial Planning, Investment Management, Tax Prep, and 401(k)/Pensions. Grow your money. Save on taxes. Make work optional. Be generous. Giving you confidence around the following questions: Am I taking the right amount of risk? Do I have the right mix of assets? How much wealth do I need to make work optional? Am I using my income wisely? Helping you be proactive about your future. We will help you define your goals, then manage your resources to meet those goals in order to live well and give generously. We use scientific methods and decades of expert information to help you manage your money. We use concrete, evidence-based research—not a crystal ball or intuition—to give you the best possible outcomes. Our 550+ clients’ portfolios are in internationally diversified, low cost funds. We use index funds, ETFs, mutual funds, and private equity to gain the highest returns possible while managing risk. We don’t try to outsmart or out-time the market. Rather, we focus on long-term, disciplined strategies to meet your goals. It’s not just how much money you make, but also how much you keep that matters. Our emphasis on tax efficiency will help improve your after-tax return. We’ll help you select the right types of accounts, place the right investment in the right account across your household, rebalance, and tax-loss harvest when appropriate. Through charitable planning, we’ll make the most of your giving goals while minimizing your tax burden. We will be proactive about communicating with you, managing your investment portfolio, and prompting you to be disciplined in savings to reach your goals.

Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Since joining Merrill in 2007, he has built his practice around collaborating closely with affluent families, individual clients, and business owners to develop customized financial plans that align with their long-term goals. His approach emphasizes quantifiable objectives and hands-on guidance to support informed investment decisions, utilizing the full range of Merrill’s financial resources. Mr. Rogers has been active in the financial services industry since 1997 and holds a Bachelor of Science degree in Economics from Kennesaw State University. He also holds the professional designation of Personal Investment Advisor (PIA). His areas of focus include college education planning, family wealth management, legacy planning, tax minimization, retirement income, and strategies for small businesses, endowments, foundations, and non-profits. Outside of his professional work, Vincent participates in community efforts through his involvement with Cure HHT. He resides in Dallas, Georgia, and his personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.