Schedule a Complimentary Consultation
Lock Wealth Management is based in Atlanta, Georgia, and proudly serves clients virtually across the United States. We invite you to schedule a complimentary consultation to discuss your financial goals, retirement planning, or any questions you may have about your financial future.
What to Expect in Your Consultation:
- Duration: 30–60 minutes (your choice)
- Format: Virtual (or in-person in Midtown Atlanta, if you prefer)
- Who can join: You’re welcome to invite your spouse or partner
- Preparation: No documents needed—just bring your questions and financial priorities
Frequently Asked Questions
Is there a cost for this meeting?- No, the consultation is 100% complimentary with no obligation.
What will we discuss?
- We’ll focus on your most important financial questions—whether that’s retirement, investments, tax strategies, or anything else on your mind.
What happens after the consultation?
- If we’re a good fit, I’ll outline next steps and how we can work together. There’s never any pressure or sales pitch.
Can I meet virtually?
- Yes! Most clients meet virtually, but in-person meetings are available in Midtown Atlanta.
Ready to get started?
- Use the calendar above to schedule your complimentary consultation at a time that works for you.
Prefer to reach out directly?
- Email: ben@lockwealthmanagement.com
- Phone: 404-590-6884