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Spend Plan

Everyone would like more money in the bank at the end of the month and to be able to save towards their goals. The good news is that it’s never too late to start saving and investing. To do that you need a plan.  Most of the time the issues with our spending is not the amount of money, but more the discipline that we lack.  We will help you create a plan where you get to tell your money where to go so that you can be intentional in charging toward your life's goals.


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What's included:

* Two 1 Hour Budget/Spend Planning Sessions with a Certified Financial Planner®

* Two 30 Minute Sessions to Understand Your Money Mindset (More Info)

* A Personal Financial Website To Stay Organized and to Track Your Goals

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CONTACT

1000 Highland Colony Parkway

Suite 5203

Ridgeland, MS 39157

601-427-9399

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3102 West End Avenue

Suite 400

Nashville, TN 37203

615-620-5499

 

service@atlantiswealth.com

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Copyright © 2020 by Atlantis Wealth. All Rights Reserved.

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Atlantis Wealth are not affiliated. Cambridge does not provide legal or tax advice.

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When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to.  We make no representation as to the completeness or accuracy of of any information provided at these websites.

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This communication is strictly intended for individuals residing in the states of CO, FL, KY, MS, TN, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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For more details, please refer to Cambridge’s Form CRS (Customer Relationship Summary).

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