top of page
pexels-photo-808465.jpeg

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.

WealthAtlas

Includes:

One annual financial evaluation and planning meeting

 Up to two hours of check-in meetings

Unlimited 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

Anchor 1

1

2

3

1. Prepare

Your financial coach will work with you to set up your account and client portal, and then get a comprehensive understanding of your financial situation.

2. Start Your Journey

During your first meeting, your financial coach will walk you through your financial picture and provide advice and next steps. 

3. Stay on Course

As you start on your path, check in with your coach with any questions and receive recurring advice through messaging and check-in meetings. 

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.

bottom of page