Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
I invite you to discover and experience the power of our services. I believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Atara is a derivation of the word Ataraxia which is an ancient Greek word defining inner balance and peace. It is generally translated as imperturbability and freedom from stress or worry. Fear of the unknown is one of the greatest sources of worry for most people. When we work together to design your financial plan, we look toward pursuing your goals and prepare you for life’s inevitable uncertainty. Having a financial roadmap helps you navigate change, plan for whatever may come, andtake control of your future with more confidence. By understanding your options, and putting strategies in place, we encourage you every step of the way. When envisioning the future, Don’t just dream it, design it!
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.
I invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. I look forward to speaking with you.