Broker Check

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.