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Personal financial advice made accessible
Personal financial advice should be accessible and affordable. With WealthAtlas, you get access to a personal financial coach for just $50/month.
Annual
Assessment
An annual meeting to discuss your financial situation and set goals and next steps.
Educational
Insights
Our library of educational videos and articles is regularly updated to empower your financial decisions.
Unparalleled
Access
Access your client portal online to send a message or set up a video meeting with your advisor.
Personal Financial Coach
Meet with a consistent personal coach who knows your financial situation and long term goals.
Financial Advice and
Coaching
As you progress towards your financial goals, your advisor is available to answer questions that come up along the way.
Professional
Knowledge
Our advisors are professionally trained and certified to provide knowledgeable advice based in wisdom.
WealthAtlas
Includes:
An annual financial plan evaluation and review
Check-in meetings (up to 2 hours of check-in meetings per year)
Direct messaging with your financial coach
Access to a personalized client portal
Regularly updated library of financial education resources
Market insights and newsletters
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Advice can include:
General Financial Questions
Budgeting
Investing
Retirement
Estate Planning
Insurance
Debt Management
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Pricing:
$50/month
billed monthly in arrears - autorenewal each month - cancel anytime
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How it Works
1
2
3
1. Meet your coach
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During your first meeting you will meet your personal advising team and start creating your financial plan.
2. Set your plan
Your financial coach will provide personalized financial coaching and provide a financial path to start your wealth journey.
3. Start your journey​
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As you start on your path, check in with your coach with any questions and receive recurring advice and resources.
Interested?
If you are interested in joining or learning more, please fill out the form below. By submitting this form, you will receive an email with more details about WealthAtlas and next steps on how to join.