YOUR PERSONAL PLANNING TOOLS

DISCOVER YOUR FINANCIAL DNA

This 10-minute exercise gives you insights into how you make financial decisions and more.

You’ll receive a detailed report and video explanation. Not sure? Here is a short video of what it is all about.

Financial Questionaire

Your “Am I ok” assessment report

(For a limited time)Complete the form below and we will send you a pre retirement or post retirement assessment of your situation.

You can also use the forms if you want to schedule a 1 hour complimentary meeting to experience how we work and see if our approach is right for you:

NEEDS AND VALUES QUESTIONNAIRE

I (Allan) like to take courses and one course required the completion of the Needs and Values questionnaire.

A couple of my values are “adventure” and “discovery”. What are yours?

If you’re looking for new experiences that line up with your needs and values why not take this quiz the next time you are sitting in front of the TV?

Needs and Values Questionaire
How much money do you need for the rest of your life?

THE BOOK “ENOUGH”

Lifestyle planning is based on one simple fact.

“We only have so much time on this planet before we’re gone.”
“What do you want to do and achieve in the time you have left while you are still fit and able?”

“How much money is enough for you to get and keep the life you want, without the fear of ever running out of money, no matter what?”

Questions?

Schedule a free, no obligation appointment today and find out how the friendly team at Atlantis Financial can help you reach your financial goals!

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