Learn how your Atomic Plan can help you confidently catalyze financial freedom.

It’s easy to get lost in the detailed nuance of tax law and the complexity of your finances.  We want to help you gain a clear view of your finances and the various options and choices you need to make to best capture opportunities, avoid missteps, and guide your wealth to its full potential.
 

That’s where your Atomic Plan comes in.

Your Atomic Plan helps you see the big picture of your finances and how various parts impact each other. With it, you’ll have all the information you need to confidently catalyze financial freedom.

Learn how your Atomic Plan can help you confidently catalyze financial freedom.

It’s easy to get lost in the detailed nuance of tax law and the complexity of your finances.  We want to help you gain a clear view of your finances and the various options and choices you need to make to best capture opportunities, avoid missteps, and guide your wealth to its full potential.

That’s where your Atomic Plan comes in.

Your Atomic Plan helps you see the big picture of your finances and how various parts impact each other. With it, you’ll have all the information you need to confidently catalyze financial freedom.

Atomic Planning











The nucleus of your Atomic Plan, around which all other particles of your financial life revolve, is made up of your goals for financial freedom.

Your progress is summarized into a single number, approximating the number of years you could sustain your lifestyle goals if you stopped working today.

Atomic Planning

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The nucleus of your Atomic Plan, around which all other particles of your financial life revolve, is made up of your goals for financial freedom. 

Your progress is summarized into a single number, approximating the number of years you could sustain your lifestyle goals if you stopped working today.

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RISKS

Taking risks can often represent taking advantage of opportunities. Still, you need to ensure that you’re taking promising risks, not unnecessary and potentially devastating ones.

The right amount of risk for you is based on several factors including your age, risk tolerance and capacity, and goals for financial freedom.

Risk Particles: Insurance, Investment, Estate, Business

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CASH FLOW

You can’t improve what you don’t measure. We provide you with the tools, insights, and expertise to ensure you’re not paying more than necessary in taxes or debt payments. This way, you can optimize your cash flow to achieve your spending and savings goals.

Cash Flow Particles: Saving, Spending, Debt, Taxes

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NET WORTH

Your net worth is a key indicator of your overall financial health. Tracking your progress over time helps provide the motivation and clarity you need to make successful financial decisions. 

Net Worth Particles: Cash Reserves, Investments, Business Assets, Personal Assets

Access to Your Dashboard

Your dashboard puts your personal finances in the palm of your hand. You'll have access to check balances, track projects we're working on for you, and receive notifications when tasks are assigned to you. In short, all the information that you need to make informed financial decisions will be at your fingertips 24/7.

Learn More

Fee Structure


Advisory Services:

Fees are based on the services you receive, complexity of your situation, and our ability to add value.
  • Atomic Planning
  • Tax Planning and Preparation
  • Estate Planning
  • Income Optimization
  • Healthcare Planning
  • Second Opinions

Investment Management:

0.50% - 0.10% Annually

  • Portfolio design driven by your goals and objectives
  • Written Investment Policy Statement
  • Adaptive Portfolio Management
  • Disciplined, Evidence-Based Process
  • Emphasis on Tax Management and Risk Management
 

Fee Structure


Advisory Services:

Fees are based on the services you receive, complexity of your situation, and our ability to add value.
  • Atomic Planning
  • Tax Planning and Preparation
  • Bookkeeping and Payroll
  • Estate Planning
  • Practice Consulting
  • Second Opinions

Investment Management:

0.50% - 0.10% Annually

  • Portfolio design driven by your goals and objectives
  • Written Investment Policy Statement
  • Adaptive Portfolio Management
  • Disciplined, Evidence-Based Process
  • Emphasis on Tax Management and Risk Management

Net Worth

Your net worth, and the allocation of your net worth, is a key indicator of your overall financial health.

Tracking your progress over time helps provides the motivation and clarity you need to make successful financial decisions and confidently catalyze financial freedom.


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Cash Flow

You can’t improve what you don’t measure.  

We provide you with the tools, insights and expertise to ensure you’re not paying more than necessary in taxes or debt payments so that you can optimize your cashflow to achieve your spending and savings goals - and confidently catalyze financial freedom.


  • Sed Consequat,

    It is a long established fact that a reader will be distracted

  • Lorem Ipsum

    It is a long established fact that a reader will be distracted

  • Maecenas Nec

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Vivamus Elementum

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.