Fee-Based Financial Planning

I started Atlas Financial with the basic premiseeveryone needs financial guidance. But everyone's needs are vastly different.

 

Fee-based financial planning allows me the flexibility to work with anyone no matter where they are in their wealth building journey.

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Financial Planning 

Focus is on:

  • Goals-Based Planning:

  • Retirement

  • Survivor Income

  • College Costs & Financial Aid

The financial planning engagement works exceptionally well for individuals or families looking for personal guidance as they accumulate net worth. Help with defining your goals and ensuring a path to success while being flexible enough to pivot with life's unexpected changes.

Financial Coaching

Focus is on:

  • Cash Flow Guidance

  • Debt Reduction

  • Student Loans

  • First Home Purchase

For people early in their careers who need some extra guidance with their day-to-day finances. How much should you be saving for retirement? How to get out of debt or manage student loans? Or looking to purchase your first home.

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Financial Advisory

Focus is on:

  • Wealth Management

  • Tax Planning & Analysis

  • Estate Planning

  • Legacy Planning

For families seeking a more comprehensive engagement. Like having your own personal CFO, the advisory relationship coordinates portfolio design, implementation and distribution management, tax and financial planning, as well as net worth and estate planning.