Josh Monroe, CFP®

Financial Planner

Wealth Advice

Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.

Josh joined the Brightworth team in 2019 as a Financial Planner. Before Brightworth, Josh spent 8 years at a leading insurance and investment firm in a variety of roles including compliance and supervision. Josh is passionate about financial planning and making complex concepts easy to understand.

Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant designee. He graduated cum laude from Georgia State University. As a lifelong learner, Josh is constantly reading and applying learning from books about leadership, communication, and personal development.

Josh and his wife, Danielle, live in Kennesaw with their daughter, Emma. They are active members at Woodstock City Church engaged as community group leaders and foster parents. Josh enjoys running, being outdoors, and playing music and games with his family.


Authored Content

Switching from a Two-Income Household to Just One

Are you considering leaving your job to be a stay-at-home parent? If you’re a little older, how about going back to school for a new degree or retiring earlier than your spouse?

Whatever the reason a working couple is considering going from two incomes to one, this decision can sometimes be overwhelming and even frightening. However, like many major events, anyone can sail through this transition with proper planning and be glad they made the change.

 

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Teaching Young Kids About Money

What did your parents teach you about money growing up? Was money an open conversation in your family or a taboo topic? Regardless of their intentions, each of our parents taught us something about money. Here are some tips for how to purposefully teach your young children about money and make it fun!

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