Josh Monroe, CFP®

Josh Monroe

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

Why You Should Start Saving Early

Our clients often ask “How much do I need to save this year to be on track for retirement?” Obviously, there are a lot of variables that go into answering that question: retirement spending, assumed rate of return, pensions and Social Security to name a few. But perhaps the most important variable is the one that’s priceless: time. People with the most time on their side are those most likely to achieve their retirement goals. Those who save early end up way ahead of their procrastinating peers.

 

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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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