Goals Based Financial Planning At Atrium Financial Associates we recognize that clients are unique, let us create a plan for you. We develop relationships to help guide you through life’s circumstances. Our process: Establish a relationship with the client-get to know you and find out what is important to you. Through our discovery process find out what ground work has already been done- what assets you already have and where they are located. We will review all aspects of your financial situation and analyze your current situation. If necessary, we will make recommendations of what actions you can take to improve your situation. If agreed, we will make the necessary changes and follow through on any recommendations. We will review your plan we have developed for you as things change and the client relationship is not a one step process for us.