Alex is a Product Owner at Facet, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a BEHAVIORAL FINANCIAL ADVISOR™ with six years of experience as a financial advisor and financial coach. She is passionate about helping others, regardless of their net worth, discover their true values and goals, and adapt their finances to create alignment. Alex served as the 2020 NexGen Director for the Financial Planning Association of Georgia, and mentors new Financial Planners as they navigate their career and begin working towards becoming a CFP® professional..
Finance BBA from Georgia State University
FPA of Georgia NexGen Director
Moderator for Females and Finance
Quoted in: Forbes, MarketWatch, Yahoo! Finance, Business Insider, GOBankingRates, and more.
Expertise includes: Student loans and Public Service Loan Forgiveness, Cash flow, Saving money, Setting up a sinking / rainy day fund, Budgeting for parents, Paying off debt, Buying and financing a car, Figuring out if you're homeownership ready, Retirement projections, Investment allocation strategies, Setting goals aligned with your values, Being an accountability partner, Anything in a spreadsheet
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Expert DirectLink
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Student Loans in Default? Here’s How This Program Can Help You Recover
The Penny Hoarder [December 20, 2019] -
These books aren’t about money — but they can change how you think about it
MarketWatch [December 14, 2019] -
Calculating Your Total Out Of Pocket For Time-Based Student Loan Forgiveness
Alex Wilson Plans [November 19, 2019] -
3 Quick Tips for Managing your Money as New Parents
Alex Wilson Plans [November 12, 2019] -
Even Certified Financial Planners Have Regrets — Avoid Their Mistakes
GOBankingRates [October 22, 2019] -
Student Loans Are Even More Complicated For Transgender Borrowers. Here's Help
Forbes [September 22, 2019] -
Saving for Large Expenses, a Little Bit at a Time
SmartPath [February 1, 2019] -
One Coach's Story About Budgeting for a New Baby
SmartPath [November 30, 2018]















