YOUR ATLANTIS WEALTH 360° PLAN INCLUDES:
Designed To Give You A 360° View Of Your Financial Life
________________________
Personalized Financial Blueprint
Tailored to YOUR specific goals and circumstances
Investment Planning
Aligned with your risk tolerance and timeline
Annual Review Sessions
To keep your plan aligned and adaptable
Retirement Roadmap
To ensure you are on track for the future you envision
Comprehensive Budget Analysis
To optimize your income and expenses
Educational Planning
For your children's future
Tax Optimization Strategies
To keep more of what you earn
Decision Modeling
To make confident decisions today for an impactful future
ATLANTIS WEALTH 360° PACKAGES
DREAMER
- Foundational Financial Plan
- Budget Review
- Cash Flow Projection
- Decision Center & Scenario Creation For Retirement
- Basic Will & Estate Review
- Net Worth Assessment
- Goal Planning
- Actionable Strategies
- Personal Financial Website
- Annual Plan Update & Review
DISCOVERIST
MOST POPULAR
- Includes Dreamer Package Plus:
- Survivorship Planning & Recommendations
- Life Insurance Review & Recommendations
- Estate Planning Coordination
- Decision Center & Scenario Creation For Multiple Goals
- Tax Coordination with CPA
EXPLORIST
- Includes Dreamer & Discoverist Packages Plus:
- Financial Organization
- Business Evaluation
- Guidance For Selling Your Business
- Buy Sell Coordination with Attorney
- Business Retirement Plan Evaluation
- Tax Coordination - Personal & Business
THE DIFFERENCE IS DRAMATIC
According to Morning Star, individuals who work with a financial advisor accumulate 29% more wealth than those who do not.*
(Source: Morningstar)
Americans who work with a financial advisor expect to retire TWO YEARS EARLIER than those who don't.
Three in four Americans with an advisor (75%) believe that they will be financially prepared to retire, compared to just 45% without an advisor who feel the same.
Nearly two in three Americans with an advisor (62%) say they know how much they need to save in order to retire comfortably, while about one in three without an advisor (34%) agree.
THINK ABOUT WHAT YOU COULD DO WITH:
✔ Less Financial Stress
✔ More Retirement Savings
✔ Confidence In Your Financial Future
✔ A Clear Path To Achieve Your Goals
THE COST OF WAITING IS TOO HIGH
Every moment you hesitate, opportunities slip through your fingers. Waiting to take charge of your finances doesn’t just delay your dreams—it puts them at risk.
Consider the powerful, compounding effect of untapped investments left on the table or the mounting stress when unexpected setbacks hit and you don’t have a safety net. The real cost of inaction reaches far beyond dollars—it’s lost time, stolen freedom, and the peace of mind you could be experiencing right now.
Taking immediate action isn’t just a decision—it’s the accelerator to building real wealth, creating rock-solid stability, and opening doors to new opportunities.
The moment you step forward, you start shaping your future—positioning yourself to grow your assets, elevate your lifestyle, and enjoy the rewards of your commitment.
OUR PROCESS IS SIMPLE BUT POWERFUL
We Built The Journey With You In Mind
Simple. Empowering. Engaging
Discovery Session
The discovery session is all about you. It’s our opportunity to understand your goals, values, and vision for the future, laying the foundation for a personalized financial strategy. This first step in the planning process ensures every decision we make aligns with your top priorities.
Creating Your Map
Creating your map is where the journey takes shape. This is the heart of the financial planning process, where we design a custom plan tailored to your unique values, goals, and aspirations. Every detail is carefully considered to ensure your financial roadmap leads to the future you envision.
Putting The Plan into Action
This is where your plan comes to life. Together, we put your custom financial plan into action, turning goals into actionable steps. With a clear path forward, you’ll move confidently toward achieving what matters most to you.
Helping You Live Richly
This is where balance meets purpose. We help you enjoy life today while staying on track to build the future you’ve always dreamed of. Living richly means thriving in the present without compromising what’s ahead.
*According to According to Forbes, "Not Enough People Have Financial Advisers and New Research Shows They Should.
TAKE THE FIRST STEP TO FINANCIAL FREEDOM TODAY
Discover how the Atlantis Wealth 360° Plan can help you create a financial plan that puts you on the path to the future you deserve.
GET YOUR FREE STRATEGY SESSIONCopyright © 2025 by Atlantis Wealth. All Rights Reserved.
Check the background of your financial professional on FINRA's BrokerCheck.
