Financial Planning

Breathe easy knowing our team at Atticus will provide clarity, flexibility, and support in creating a personalized financial plan for your future. Below are just some of the ways we’re able to do this.

Say goodbye to a 60-page plan document. Say hello to Snapshot.

Simple

Understand your plan with key charts and an easy-to-use layout

Personalized

It’s not a one-plan-fits-all approach; your plan is customized for you

Shareable

Easily view your plan from your phone 24/7 or download as a PDF

Say goodbye to a 60-page plan document. Say hello to Snapshot.

Simple

Understand your plan with key charts and an easy-to-use layout

Personalized

It’s not a one-plan-fits-all approach; your plan is customized for you

Shareable

Easily view your plan from your phone 24/7 or download as a PDF

Easy to Understand

View your full financial plan summary on one page with key charts and real-time data. All of this is customized to your specific financial goals and can be edited anytime.

Interactive Retirement Planning

We clearly illustrate multiple scenarios, stress tests, and more. Our team can help turn your golf-in-the-morning, beach-all-day dreams into reality.

Budgeting Tools

Our platform provides you the tools to manage your budget, track spending in various categories, and manage expectations for future spending.

Account Aggregation

Bring together your bank accounts, credit cards, Atticus investment accounts, and externally-held investment accounts all in one place. It’s finally easy to see the full financial picture.

Debt & Student Loan Management

Use our platform’s unique student loan module to illustrate different scenarios to reduce payments. Help ease the burden of debt or student loans for yourself or your children.

Tax-Efficient Strategies

We can show how you can save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way you’ll truly understand.

Insurance Needs Evaluation

Our tools can help protect you in the event of situations such as disability or death. We can evaluate your needs in different situations and identify ways to ensure your success.

Social Security Optimization

We can show you how to maximize your Social Security income, allowing you to confidently make big decisions, like when to start receiving benefits.

Demystified Estate Planning

Our team can help you learn the flow of assets at the end of life, including any possible estate tax ramifications. Replace your anxiety with peace of mind, knowing your assets are in order.

Net Worth

Visually explore all household assets and liabilities, insurance policies, and trust-owned assets. Each item is color-coded by type and organized by owners for an easy review.

Goals

See a timeline of key events happening in your life. Whether it’s a major purchase, a kid going off to college, or the long-awaited retirement, this tool helps you visualize life goals in one graphical layout.

Income, Savings & Expenses

Get a visual summary of your household income sources, and outgoing savings and expenses. All items are organized by owners and color-coded by category for quick visual checkups.

Ready to get started on your financial plan?

Financial Planning

Breathe easy knowing our team at Atticus will provide clarity, flexibility, and support in creating a personalized financial plan for your future. Below are just some of the ways we’re able to do this.

Say goodbye to a 60-page plan document. Say hello to Snapshot.

Simple

Understand your plan with key charts and an easy-to-use layout

Personalized

It’s not a one-plan-fits-all approach; your plan is customized for you

Shareable

Easily view your plan from your phone 24/7 or download as a PDF

Say goodbye to a 60-page plan document. Say hello to Snapshot.

Simple

Understand your plan with key charts and an easy-to-use layout

Personalized

It’s not a one-plan-fits-all approach; your plan is customized for you

Shareable

Easily view your plan from your phone 24/7 or download as a PDF

Easy to Understand

View your full financial plan summary on one page with key charts and real-time data. All of this is customized to your specific financial goals and can be edited anytime.

Interactive Retirement Planning

We clearly illustrate multiple scenarios, stress tests, and more. Our team can help turn your golf-in-the-morning, beach-all-day dreams into reality.

Budgeting Tools

Our platform provides you the tools to manage your budget, track spending in various categories, and manage expectations for future spending.

Account Aggregation

Bring together your bank accounts, credit cards, Atticus investment accounts, and externally-held investment accounts all in one place. It’s finally easy to see the full financial picture.

Debt & Student Loan Management

Use our platform’s unique student loan module to illustrate different scenarios to reduce payments. Help ease the burden of debt or student loans for yourself or your children.

Tax-Efficient Strategies

We can show how you can save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way you’ll truly understand.

Insurance Needs Evaluation

Our tools can help protect you in the event of situations such as disability or death. We can evaluate your needs in different situations and identify ways to ensure your success.

Social Security Optimization

We can show you how to maximize your Social Security income, allowing you to confidently make big decisions, like when to start receiving benefits.

Demystified Estate Planning

Our team can help you learn the flow of assets at the end of life, including any possible estate tax ramifications. Replace your anxiety with peace of mind, knowing your assets are in order.

Net Worth

Visually explore all household assets and liabilities, insurance policies, and trust-owned assets. Each item is color-coded by type and organized by owners for an easy review.

Goals

See a timeline of key events happening in your life. Whether it’s a major purchase, a kid going off to college, or the long-awaited retirement, this tool helps you visualize life goals in one graphical layout.

Income, Savings & Expenses

Get a visual summary of your household income sources, and outgoing savings and expenses. All items are organized by owners and color-coded by category for quick visual checkups.

Ready to get started on your financial plan?