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.
