One Park Plaza
We started Atlas Financial with the basic premise that everyone needs financial guidance. But everyone's needs are vastly different. Fee-based financial planning allows us the flexibility to work with anyone no matter where they are in their wealth building journey. Whether you need coaching, project-based planning or lifelong advisor, we can customize an engagement that suits your needs.
Focus is on:
For individuals or families who need some extra accountability with their day-to-day finances. How much should you be saving for retirement? How to get out of debt? Or looking to purchase their first home.
Ideal for families seeking a one-time comprehensive financial and risk analysis. We’ll also look at your portfolio and validate whether you’re properly allocated given your long-term future goals.
For families seeking an ongoing comprehensive engagement. Like having your own personal CFO, the advisory relationship goes to greater depths in your comprehensive planning.