Leslie E. Trowbridge, CFP®
Plan Smart. Live Well.
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Family First Financial Planning
Leslie E. Trowbridge, CFP®
Cornelia, GA
Serving Clients Nationwide
Plan Smart. Live Well.
Areas of Focus
- Family and Money
- Financial Life Planning
- Investing
- Loss of Spouse or Partner
- Retirement Planning
- Setting Up Retirement Accounts
- Women & Wealth
About Me
Leslie founded Family First in 1998 after working in the banking field for more than 15 years. She began her career as a Corporate Banking Officer and advanced to Vice President, Private Banking Executive, where she handled the investment and estate planning needs of affluent individuals and families. Throughout her banking career she has worked with the investment, cash flow and debt financing needs of both business owners and families to ensure that their financial needs were customized to their individual goals. Leslie works with new clients in Georgia, along with existing clients in Florida. She also works closely with each planner in her firm.As the name of the company implies, family is first to Leslie. Leslie became interested in financial planning when she witnessed the impact that her elderly grandmother’s poor planning had on the family. “The rigors of family life – from being a granddaughter, daughter and a mother – have taught me firsthand how important financial planning is for a family,” says Leslie. That’s why I won’t sell you investments or guarantee you wealth and riches. I will give you the time, the information and the opportunity to make smart, informed financial decisions that are right for you, your family and your life.”
Leslie has been featured in various news outlets, including The Wall Street Journal, Bankrate.com, the Sun Sentinel, the Stuart News and the Palm Beach Post as well as other publications. Education is one of the three areas Leslie focuses on with her clients, along with simplification of their finances, and plan implementation. Through news articles and classes, Leslie is a firm believer in client education. She holds a B.S. in Finance from Auburn University.
Leslie is married to David and has three children – a son, Jake and daughters Erin and Megan.
Ready to get started? We have multiple ways to work with you, in person, online, or on the phone. But if for some reason meeting at your home or office makes the most sense- please let us know when you Schedule An Appointment.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- Garrett Planning Network
- Fee Only Network
Primary Location
352 S Hoyt Street, Cornelia, GA 30531
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll share additional information about our services and listen to understand your circumstances so we can get to know how we may be able to help you. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
🌳 Why the tree?At Family First Financial Planning, we can think of no greater symbol to hang our hats on… than the formidable, life-bearing tree. We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective, expert advice as needed, including:
✅ no net worth or account minimums required
✅ no conflicts of interest regarding advisor compensation
✅ no commissions
✅ no sales pressure
✅ no third-party sales incentives
✅ no long-term contracts or asset management require
Education
Auburn University, Harbert College of Business, BS Finance
Badges
Hobbies and Interests
- Camping
- Church
- Family
- Hiking
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Divorce
- DIY Investors
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Gen Z
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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