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Secure your financial future
with a plan that fits you.
Is Atwood Right for You?
Before starting the process, we want to make sure our expertise is the right fit for your needs. We work best with people who:
Are growing in their career and want help managing their money
Have an annual income of $200,000+ or a net worth of $1,000,000+
Dream of financial freedom and want a plan to achieve it
What to Expect When
You Partner With Us
1. Free Consultation
During your free, no-obligation consultation, we will discuss what it would be like to work together and answer your questions before starting your comprehensive financial assessment.
2. Comprehensive Financial Assessment
Through a series of meetings, we will conduct a thorough assessment of your unique situation, preferences, and goals. The information we gather will serve as the foundation of your custom financial plan.
3. Custom Financial Plan
In this meeting, we will present your personalized financial plan and provide guidance on safeguarding your family's future, investing prudently, reducing your tax obligations, preparing for retirement, and transferring your wealth.
4. Ongoing Monitoring and Guidance
We will monitor your financial plan, meeting with you at least annually to update your goals and address any changes in your circumstances. You will also have access to our financial planning tools, allowing you to track your progress between meetings.
Book Your Free Consultation
Frequently Asked Questions
Yes, we will meet with you via phone or video conference. Alternatively, if you prefer an in-person meeting, we can travel to you.
No, we do not have any requirements for opening or maintaining an account.
We are compensated for our financial planning services by fixed fees based on our estimate of the complexity of your financial situation. We are compensated for our investment management services by a percentage of your assets under our management of not more than 1.00% per year.
We meet with you at least once a year to review your financial plan. However, we are available to you when you need us to answer any questions or make adjustments to your plan as your circumstances change.
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute—the largest global association of investment professionals.
There are currently more than 138,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: (1) pass three sequential, six-hour examinations; (2) have at least four years of qualified professional investment experience; (3) join CFA Institute as members; and (4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.