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
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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
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1. Prepare​
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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
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During your first meeting, your financial coach will walk you through your financial picture and provide advice and next steps.
3. Stay on Course​
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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.