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Transforming Your Investing Experience

Understand What You Are Doing and ONLY DO What You Understand

Get Coached

Why Work With Us?


Coaching is different from traditional financial advice. How is it different?

A financial coach is a professional who transforms your investing experience.  Your coach goes beyond typical financial planning and advice to help you identify your investment philosophy, help you understand and implement your investment strategy based on your specific risk tolerance, and help you manage your behavior throughout your investing experience.

Know More About Atlantis

We Transform Your Investing Experience


Atlantis Investment Coaching is a financial coaching firm that focuses on coaching its clients instead of selling investment products. As a result, clients learn how to effectively invest and manage their money prudently instead of following the industry lies that foster gambling and speculating, without the need to stock-pick, mutual fund-pick, market time, or invest based on the particular track record of a money manager, fund, stock or bond.


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Retirement Coaching

If you are considering retirement within the next year, or are leaving your current employer, and you have retirement benefits such as a 401k or a pension plan, we can help you design a prudent and tax-efficient strategy to enjoy the fruits of what you worked so hard to accumulate during your working years.

Lifelong Coaching

Once you become an ongoing coaching client. we provide regular coaching sessions that will help you get your own answers to the 20-Must Answer Questions that everyone needs on their journey towards achieving peace of mind.

Learn How to Invest Prudently

We will help you establish prudent investment strategies based on 50 years of academic research, based on your specific risk tolerance and financial needs.

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