Skip to content

Coosa Financial Planning, LLC

Coosa Financial Planning, LLC

Wealth Management

About Us

Our mission is to help clients prepare for their financial future. Personal finance is very personal. We strive to understand our client's needs, wants, and long-term goals. We want to help you develop, implement, and monitor a long-term financial plan that is designed to help you achieve your goals. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals. Your future success counts on the decisions that you make today. Choose wisely!


Gallery Image 06012022_Dempsey_Lord_Smith_photos_for_V3_-30.jpg
Gallery Image 06012022_Dempsey_Lord_Smith_photos_for_V3_-13.jpg
Gallery Image IMG_0057.JPG
Gallery Image IMG_0076.JPG