Make every step count

Financial Planning Decisions

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Plan. Monitor. Grow.

Forward Thinking

Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.

Modern Tools

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.

^{We work with busy professionals and their families to provide quality financial planning that grows, develops, and changes as your life does.}

^{A sound financial plan requires a well crafted map that provides direction into the unknown while also being flexible enough to adjust when the twists and turns of life move in a different direction.}

Why Our Firm?

Modern- We combine the newest tech with current financial research in order to best serve you.

Flexible- Virtual meeting and traditional in-person meeting options. We accommodate you.

Fiduciary- What's in your best interest. It's our mission and responsiblity to keep that promise to you.

Schedule A Complimentary Call

John Peterson, CFP®

Managing Partner

John, CERTIFIED FINANCIAL PLANNER™founded Corners Financial Planning with the goal of helping others align their money with their values and make a lifetime of smart decisions with their resources. He has spent the last 20 years helping clients with retirement income planning and estate planning to help clients navigate their retirement years and leave a legacy to their loved ones.

John holds a master's degree from Kansas State University in Advanced Financial Planning and Financial Therapy and a master's degree from The American College in Financial Services with Retirement Planning concentration and a bachelor's degree from The University of Georgia in Financial Planning. He has earned several specialty designations including: CLU®-Chartered Life Underwriter, ChFC®-Chartered Financial Consultant, CASL®-Chartered Advisor for Senior Living, CLTC®-Certified in Long-Term Care Planning, RICP®- Certified Retirement Income Professional, EA- IRS Enrolled Agent.

John and Jackie reside in Peachtree Corners, GA with their three daughters. They enjoy spending time exploring Peachtree Corners, serving the local community, and John enjoys working in an occasional round of golf.

Your Path. Your Plan.

QUICK-START PROGRAM

An abbreviated introduction to financial planning that is designed to help answer 2-3 of your most pressing financial questions.

Learn More

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals:

How are things now?
Do you have any concerns?
What do you hope to accomplish in the next few years and longer term?

If you would like to take the next steps, please provide your email and you will receive a complimentary financial planning checklist.

Retirement Planning	Tax Planning	Investments
Insurance Planning & Policy Review	Employer Benefits & Stock Options	Debt Management Strategies
College Education Planning	Estate Planning	Cash Flow Management Strategies

Make every step count