Atlas Insights Blog

Three Elements You Need for a Successful Journey - Element 3

July 26, 2016 View all posts by Atlas Wealth Advisors Atlas Wealth Advisors Guiding

If you’ve ever set off into the wilderness, you know how freeing it can be to have someone there to lead you. A map and a plan are helpful, but nothing beats walking a path with someone who is familiar with the terrain.

The Guide
They’ve been through this before. They know how to get you where you’re going, and they know what obstacles lie ahead. Your peace of mind on a trail is just as important as your peace of mind on your financial journey.

Financial advisors guide people through obstacles and help them reach their financial goals. Our advisors put together a portfolio for you based on your map and plan, but the conversation doesn't end there. It’s just the beginning. We’ll walk with you all along the way.

After the Mutual Commitment Meeting, we won’t just set your plan in motion and walk away. We’ll walk with you through Follow Up and Regular Process Meetings. When you have questions or concerns, we’ll be by your side, ready to help you move forward.

[minti_pullquote align="right"]“When we're connected to others, we become better people.”
Randy Pausch[/minti_pullquote]The right guide will keep you informed, check in regularly, and maintain a lasting relationship with you. By working with an advisor, you have the assurance that your retirement is being monitored and maintained by a professional.

Plus, you get to enjoy the ride. Imagine driving through the mountains, but being unable to appreciate the beauty because you’re worried about the gauges on your dashboard and the sounds your engine is making. Talk about a wasted opportunity, right?

That’s why we’re here. The journey can be just as enjoyable as reaching your destination. At Atlas, we're committed to providing a clear map, plan, and guide so you can retire with the life you want.

[minti_button link="https://www.atlaswealthadvisors.com/contact-atlas/" size="small" target="_self" lightbox="false" color="color-1" icon=""]Start your journey with Atlas today.[/minti_button]

 

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