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Becky Snape

 

Member profile details

Membership level
Regular Membership
First name
Becky
Last name
Snape
Phone
404-566-7545
 

Member Application

Business Name
The Magnolia Plan, LLC
Address
Atlanta, GA
Establishment Date
November, 2023
National Board Member
  • No
Accepting New Clients
  • Yes
Services Offered
  • Bill Payment for ind/fam
  • Bill Payment for small business
  • Financial record management
  • Budgeting
  • Working with fiduciaries
  • Financial coaching
Expertise Working With
  • Busy Professionals
  • High Net Worth Individuals & families
  • People in life transition
  • Seniors and Older Adults
  • Small Business Owners
Works Remotely
  • Yes
Business Info
The Magnolia Plan provides daily money management services for busy professionals, seniors and adults going through transitional life events. Key services include bill pay simplification, budgeting & financial record management, paper & digital organization, and tax document organization.

Prior to The Magnolia Plan, Becky worked in information technology for over 25 years, including Cox Communications, salesforce.com and Oracle. As part of her corporate career, she oversaw the introduction of new business systems spanning operational functions including finance, accounting, information security, and more. She has a Bachelor of Arts from The University of California (UCLA).

Becky has been an Atlanta in-town resident for over twenty years.
Business Logo
Service Areas
  • Atlanta/Buckhead/Midtown
  • Dekalb County
  • Cobb County - East
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