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WealthAtlas

WealthAtlas is a modern take on financial planning, bringing personalized financial advice alongside your financial journey for just $50 a month.

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.

Financial Consultation
Annual
Assessment

An annual meeting to discuss your financial situation and set goals and next steps. 

Book Stack
Educational 
Insights

Our library of educational videos and articles is regularly updated to empower your financial decisions.

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Unparalleled
Access

Access your client portal online to send a message or set up a video meeting with your advisor. 

Consultation
Personal Financial Coach

Meet with a consistent personal coach who knows your financial situation and long term goals. 

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Financial Advice and
Coaching

As you progress towards your financial goals, your advisor is available to answer questions that come up along the way.

Financial Report
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

Advice can include:

General Financial Questions

Budgeting

Investing

Retirement

Estate Planning

Insurance

Debt Management 

Pricing:

$50/month

billed monthly in arrears - autorenewal each month - cancel anytime

How it Works

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1. Meet your coach

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

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.

Join

To receive more details about WealthAtlas and next steps on how to join, please fill out the information below.

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