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One Park Plaza Suite 600 Irvine, CA 92614

(949) 424-7703
jeff.edwards@atlasfinancialplans.com
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Fee-Based Financial Planning

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. 

Financial Coaching

Financial Coaching

Focus is on:

  • Cash Flow Guidance
  • Debt Reduction
  • Student Loans
  • First Home Purchase

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.

 

Project Planning

Project Planning

Focus is on:

  • Goals-Based Planning:
  • Retirement
  • Survivor Income
  • College Costs & Financial Aid

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.

 

Advisory relationship

Advisory relationship

Focus is on:

  • Wealth Management
  • Tax Planning & Analysis
  • Estate Planning
  • Legacy Planning

For families seeking an ongoing comprehensive engagement. Like having your own personal CFO, the advisory relationship goes to greater depths in your comprehensive planning.