A plan you can actually see.
Every Atlas Capital client gets access to WealthTrace — the award-winning planning software our founder built. Your plan is not a static PDF. It's a living dashboard you can log into any time.
Four steps, no surprises.
Introductory call
A free 30-minute online meeting to see if we're a good fit — no pressure, no pitch.
Build the plan
A working session (typically 1.5–2.5 hours) plus our post-meeting review builds your complete financial plan.
Live in WealthTrace
Log in from any device to review scenarios, track investments, and see your plan update in real-time.
Hourly help, when you need it
Schedule follow-up sessions between 1 and 4 hours — you only pay for the time used.
What you'll see.
All accounts, one view
Investment, retirement, and taxable — unified.
Retirement projections
See exactly when you can retire and on what.
What-if scenarios
Model market drops, career changes, or spending shifts.
Historical performance
Full history on every investment you own.