John Stoj
Helping Clients Navigate Life Transitions with Clarity and Confidence
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Serving Clients Nationwide
Helping Clients Navigate Life Transitions with Clarity and Confidence
Areas of Focus
- Career
- Caregiving for Parents
- Cash Flow
- Choosing a Financial Advisor
- Estate Planning
- Exit Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- LGBTQ Couples
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
- Withdrawal Sequencing
About John Stoj
The words, “comprehensive,” and, “holistic,” get thrown around a lot when it comes to financial planning. While these words have meaning, they are most often used as marketing tools. Many advisor websites & brochures make their processes look as complicated & complete as possible, so people think they’re getting their money’s worth.Spoiler alert: Only you will know whether you’ve gotten your money’s worth from an advisory relationship, and that will often only happen by surprise, like when you wake up one day & think to yourself, “I haven’t thought about money or my investments in a while, when I used to worry about them every day.”
Professional Designations
- Certified Elder Planning Specialist (CEPS)
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- Flat Fee Advisors
- Investments & Wealth Institute
- XY Planning Network
- Financial Planning Association
Primary Location
Atlanta, Georgia
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form and let's connect. We can schedule an introductory call to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Verbatim Financial
I offer flat-fee financial planning focused on helping people navigate life’s transitions with clarity and confidence. I’ve managed hundreds of millions of dollars on Wall Street, but I believe the behavioral and emotional side of planning matters far more than squeezing out incremental investment returns. Having reinvented my own career after the financial crisis and spent years as a stay-at-home parent, I bring both professional expertise and lived experience to my client relationships.I also created FlatFeeAdvisors.org, a national directory of fiduciary advisors who charge flat fees (no commissions, no percentages) because I believe people deserve to know where to find conflict-free guidance.
Whether you’re planning your own retirement, helping aging parents, or looking to simplify your financial life, I’m here to help make things clearer.
Education
University of Notre Dame, BBA, MIS | UNC Kenan-Flagler Business School, MBA, Finance
Hobbies and Interests
- Camping
- Cars
- Cooking
- Exercising
- Family
- Photography
- Skiing
- Soccer
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Parents
- Physicians
- Young Families
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