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Who are my Clients?

  • Those experiencing a life transition

    • spousal death

    • recent marriage

    • divorce

    • injury

  • Senior Citizens​

  • Adult Children

  • Busy Professionals

  • Anyone seeking assistance with their day-to-day finances.

Father and Daughter
Beautiful Nature

How do I work with you?

  • Simplifying your finances by sitting by your side and executing your preferences.

  • Guiding you through complex financial waters to meet your goals:

    • maintain independence​

    • reduce debt

    • increase your credit score

    • combat fraudulent scams

    • set and maintain savings goals

    • and more.

Financial Roadmap

When I meet with a client, I assess their specific needs, and current status of financial health. I work with my clients to develop and implement a Financial Roadmap. With this tool, we can monitor and address your unique goals along the way. This tool also lends a hand in starting the client's "documap". A "documap" is a collection of pertinent information that a client or loved one can access when the time arises. This documap lists the location of your Estate documents, which professionals you hired (Attorneys, CPA, etc.), list of accounts (insurance policies, etc.) and more. 

Let's Connect

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Important Disclosures:

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Atlas Financial Consulting, LLC, nor any of the Daily Money Manager(s) hired by the firm, does not replace your financial advisor, attorney, or accountant. The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies from state to state. All clients are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by Atlas Financial Consulting, LLC, should not be relied upon as being comprehensive or error free. Any legal documents shared by Atlas Financial Consulting, LLC, should be reviewed by an attorney in the client's home state.

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Your financial security is one of our firm’s top priorities, as such Atlas Financial Consulting, LLC will never ask for personal information such as your social security number, date of birth, information on your financial accounts, usernames and/or passwords via email.  Should you ever be asked for information in this manner please contact us immediately at (863) 272-2275.  Electronic communication sent through email is not secure and its delivery is not guaranteed. This e-mail communication and any attachments may contain confidential and privileged information for the use of the designated recipients named above. If you are not the intended recipient, you are hereby notified that you have received this communication in error and that any review, disclosure, dissemination, distribution or copying of it or its contents is prohibited. If you have received this communication in error, please notify me immediately by replying to this message and deleting it from your computer. None of the information contained herein should be construed as an offer, sale or recommendation of any security, product, or service of Atlas Financial Consulting, LLC. Past performance does not guarantee future results. 

© 2021 by Heather Riner.

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