Chris Kirkland Finance
New member
I’m Chris Kirkland, and I’ve spent the last decade helping people take control of their financial future. But if you ask me what I really do, it’s not just financial advising—it’s legacy building. I help families and business owners across Atlanta prepare for what’s next, protect what they’ve built, and ensure their values last far beyond a single generation.
So why legacy planning? Because wealth without purpose fades. A legacy, on the other hand, creates something lasting—something deeply personal.
Early in my career, I worked with a family who had just lost their matriarch. She was smart, generous, and deeply devoted to her family—but unfortunately, she passed away without a clear estate plan. What followed was months of legal hurdles, emotional tension, and financial confusion.
That experience changed the way I viewed my role as an advisor. I realized my job isn’t just to help people grow their assets—it’s to protect their peace of mind and ensure their wishes are honored.
Since then, I’ve made it my mission to guide clients through that process with intention, care, and clarity.
Legacy planning is not just for the ultra-wealthy. Everyone—regardless of income level—deserves to have a plan that reflects what matters most to them.
Maybe you want to:
Whatever your vision looks like, I believe it starts with a conversation. And that conversation should feel human—not overwhelming or transactional.
When someone sits down with me, the first thing I do is listen. I want to know what you care about. What keeps you up at night. What kind of impact you want to leave.
From there, we map out a plan that fits your life—not a cookie-cutter strategy, but a tailored approach built around your family, your business, and your dreams for the future.
I also work closely with attorneys and CPAs to make sure all the legal and tax-related elements are covered. But my role goes deeper than just numbers—I’m here to help you navigate the emotional side of planning as well.
Atlanta is more than just my home—it’s where my heart is. This city is full of ambitious people, growing families, and business owners who are building something meaningful.
But with growth comes complexity. I’m here to make sure that growth is sustainable and protected. Whether you’re just starting to think about legacy planning or need help updating an existing strategy, I’ll meet you where you are—with zero judgment and full transparency.
Clients tell me they appreciate how approachable and down-to-earth our conversations feel. That’s intentional. My goal is to create a space where you feel confident, educated, and in control of your future.
Legacy planning shouldn’t feel like a burden—it should feel like a gift you’re giving to the people and causes you love most.
If you’re reading this and wondering whether it’s time to start planning, the answer is: yes. It’s never too early—or too late—to put a legacy plan in place.
Let’s talk. Whether you’re preparing for retirement, growing a business, or just want to understand your options, I’m here to help you move forward with clarity and purpose.
Because your legacy deserves more than chance—it deserves a plan.
So why legacy planning? Because wealth without purpose fades. A legacy, on the other hand, creates something lasting—something deeply personal.
The Turning Point
Early in my career, I worked with a family who had just lost their matriarch. She was smart, generous, and deeply devoted to her family—but unfortunately, she passed away without a clear estate plan. What followed was months of legal hurdles, emotional tension, and financial confusion.
That experience changed the way I viewed my role as an advisor. I realized my job isn’t just to help people grow their assets—it’s to protect their peace of mind and ensure their wishes are honored.
Since then, I’ve made it my mission to guide clients through that process with intention, care, and clarity.
What I Believe
Legacy planning is not just for the ultra-wealthy. Everyone—regardless of income level—deserves to have a plan that reflects what matters most to them.
Maybe you want to:
- Ensure your children are financially secure
- Pass on a business you built from the ground up
- Leave behind charitable contributions that reflect your values
- Minimize tax burdens and avoid legal pitfalls for your family
Whatever your vision looks like, I believe it starts with a conversation. And that conversation should feel human—not overwhelming or transactional.
My Process
When someone sits down with me, the first thing I do is listen. I want to know what you care about. What keeps you up at night. What kind of impact you want to leave.
From there, we map out a plan that fits your life—not a cookie-cutter strategy, but a tailored approach built around your family, your business, and your dreams for the future.
I also work closely with attorneys and CPAs to make sure all the legal and tax-related elements are covered. But my role goes deeper than just numbers—I’m here to help you navigate the emotional side of planning as well.
Why Atlanta?
Atlanta is more than just my home—it’s where my heart is. This city is full of ambitious people, growing families, and business owners who are building something meaningful.
But with growth comes complexity. I’m here to make sure that growth is sustainable and protected. Whether you’re just starting to think about legacy planning or need help updating an existing strategy, I’ll meet you where you are—with zero judgment and full transparency.
What You Can Expect
Clients tell me they appreciate how approachable and down-to-earth our conversations feel. That’s intentional. My goal is to create a space where you feel confident, educated, and in control of your future.
Legacy planning shouldn’t feel like a burden—it should feel like a gift you’re giving to the people and causes you love most.
Let’s Build Something That Lasts
If you’re reading this and wondering whether it’s time to start planning, the answer is: yes. It’s never too early—or too late—to put a legacy plan in place.
Let’s talk. Whether you’re preparing for retirement, growing a business, or just want to understand your options, I’m here to help you move forward with clarity and purpose.
Because your legacy deserves more than chance—it deserves a plan.