The Value Of Comprehensive Financial Planning

Comprehensive financial planning is essential since it provides a holistic view of your financial situation by considering all aspects of your financial life, including income, expenses, investments, insurance, taxes, and estate planning. This ensures that all recommendations are coordinated and that no important areas are overlooked. A Certified Financial Planner (CFP®) professional can assist you in defining these objectives, creating a personalized financial roadmap, and offering expertise on the specific financial tools and strategies necessary to accomplish them.

Every recommendation derived from each module of the process is evaluated to determine the impact on:

  • Cashflow
  • Net Worth
  • Taxes
  • The Probability of Success

So you know that all aspects of your financial life are considered and well-managed provide peace of mind, and reduce stress and anxiety about your financial future.

As we develop a plan for you and your loved ones to address your needs, we’ll adhere to a detailed analysis that results in a set of clear recommendations. This will help you as you prepare for the future and dramatically improve the odds of successfully meeting your objectives.

An Ongoing Process Adapting To Changing Circumstances

Because financial planning is an ongoing process, we’ll meet with you regularly to adapt your plan to include your changing circumstances, whether it be in your life or events taking place externally. Changes in your career, family circumstance or tax laws should be reflected in revisions to your roadmap.

Our Financial Planning Process

By following the CFP Board step-by-step process, we develop a personalized financial plan to help you on the road to achieving your best life.

Smarter Financial Solutions
for Your Best Life

In order to provide smarter solutions, EDUCATION AND EXPERIENCE MATTER.

At Atlas Fiduciary Financial every team member has at least a finance (or related field) degree from a university and a CFP® The senior advisors hold advanced university degrees (Ph.D., MBA) and other gold-standard credentials (CFA, CPA). In addition we have decades of experience. As a team, we pride ourselves in our synergistic and complimentary strengths to guide you in financial solutions to achieve your best life, however you define it.

Client-Focused Services We Offer Include:

We listen intently to your story. We want to know what brings meaning and joy to your life. Every client has a different story, a different definition of prosperity, and a unique vision for their life. Our goal is to help you live your best life possible using money as a tool.

Our recommended financial solutions Involve the
Comprehensive and Integrative evaluation
of the following aspects of your financial life:

Finanicla Planning Services

Life Happens, We’re Available to Guide You When It Does

Life is complicated and there are always decisions to make.

  • Should I buy that second home?
  • Should I buy or lease a car?
  • How should I fund college?

These questions may arise and we want you to know that we are always here to help you sort through the trade-offs and what effect your decisions have on the entirety of your life plan.

Many of our clients choose to transition to our portfolio management service after completion of their plan. By doing so, you can feel confident that your financial goals are properly integrated with the management of your financial assets.

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Laura Mattia and Stephen Craffen, partners at Atlas Fiduciary Financial cover topics related to financial planning, investing and what to look for when you hire an advisor.

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