At Atlas Private Wealth Partners, we’ve built a process that brings clarity to complexity. Our goal is to make your financial life feel aligned, intentional, and thoughtfully guided every step of the way.

The Compass MeetingTM

Your journey starts with a 15-minute introductory call to ensure alignment and answer any initial questions. Then, we dive into a planning conversation to understand your goals, financial picture, and the life you want to build.

We’ll explore four key areas:

Your Story – Your background, goals, and what’s most important to you.

Your Assets – The financial picture you have built and what is in motion today.

Your Interests – How you live, what you value, and how we align your plan with your lifestyle.

Your Legacy – The impact you want to have, now and in the future.

We‘ll also help gather your financial documents and connect your accounts within your client portal, so we can begin building your personalized Wealth Map with clarity and intention.

The Wealth Map

After the Compass Meeting, our team begins building your personalized Wealth Map. This is a clear and intentional plan that aligns your resources with your goals. We analyze each area of your financial life including investment, retirement, tax, estate, and risk planning.

Once complete, we walk you through your Wealth Map in a dedicated session. You will see where you are today, what is working, and where your strategy can be strengthened. Each recommendation is explained in clear and relatable terms, and the meeting is designed to be interactive so we can answer your questions and ensure the plan reflects your broader vision.

Ongoing Support

Once you're ready, we move from planning to action. We handle onboarding, account transitions, and full implementation of your Wealth Map. Our support continues with a 30-day follow-up, regular check-ins to review and adjust your plan, and coordination with your CPA, estate attorney, and other professionals to keep everything aligned.