A Book that Puts the Power Back in Your Hands

The dilemma: We are in a new age, and yet many financial advisors are playing by the old rules.

This book provides you with the tools you need to seek the right kind of advisor for this new time.

It gives you an understanding of the new ways to manage money so you can empower yourself to meet the financial goals that support your life vision:

Work, love, play and live the way you want—with the financial prowess to turn your aspirations into your reality.


Atlas Shift provides:

  • An Introduction to the Specialization Age

  • A model of the atlas client, the financial experience advisor, and their working relationship

  • 10 signs you are not currently the one in charge of your money

  • Five essential questions to find the right advisor for this new age

  • Recommended elements of a comprehensive wealth management plan

  • Expert insight into why traditional portfolio diversification no longer works—and new solutions

  • A roadmap to your ideal financial team

  • A handy guide to understanding fees

  • A Jargon buster that helps you make sense of financial designations

  • Analysis of the emotional aspects of investing

  • The pros and cons of working with a robo-advisor rather than a human

  • Guidance for those with a short runway to retirement

  • And more!


This book unveils the specialized customer service, real-world diversification, and team approach you deserve—and can achieve—in the 21st century. It’s time to make the shift and become an empowered atlas client.