At its core, financial planning is connecting your money to your life. But financial planning can be messy and overwhelming. We help busy and successful people simplify and organize their financial lives.When choosing to work with Young Atlas, you will work with a dedicated financial planner and have the opportunity to tap into our experts in the areas of tax planning, estate planning and trusted insurance brokers, to name a few. When choosing Young Atlas, you have a team of experts ready to help you build a strong financial foundation. It's time to take control of your finances.We start with a Discovery Meeting. We get to know who you are first by understanding key areas of your life – family, community, work, goals, concerns, values & beliefs. We make sure that your financial plan aligns with these key areas.