Why Work With Us
Achieve more with Coaching.
The idea of meeting with a stuffy adviser in a wood-paneled office may sound intimidating or unappealing, but don’t let the Hollywood version of what a financial adviser is prevent you from getting the guidance and support you need. While many online providers claim they can create portfolios to help you for the long-term, no computer or software can hold your hand and help you deal with the scary emotions that come with investing.
Independent adviser representatives who work with Atlantis Coaching are provided with extensive educational and training opportunities from our strategic partner, Matson Money. These training programs range from understanding portfolio engineering, helping investors understand and set proper investing expectations, to implementing a lifelong investing and financial game plan.
Always in the know.
Traditional financial advice takes on a modern twist with Matson Money’s Lifelong Game Plan. This technology (powered by eMoney) allows you to see all of your investments and assets in one place, plan for the future, track your spending and saving, and set goals for the future on your own time. You have 24‑hour access from anywhere in the world to your most important financial information.
Support and be supported.
Sometimes you just want to know you’re not in it alone. With our independent adviser representatives you can attend community events and coaching sessions regularly. You will have a chance to meet other investors who are working toward their personal goals. Some may have more experience than you and others may be at the same point in their investing journey as you… either way, being in this conversation together can create great support and friends you never expected.