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working with us means
less guessing

finding the best path for your family, together
introducing
As you nurture your loved one, there are tons of decisions & paths to navigate.
NOUN
1
a company of travelers on a journey
2
a comprehensive, active partnership between your family and your planner
We get involved, connecting you with specialists and working with them directly. We'll be in your corner for the long haul.

how
works
step 1: travel docs
We'll collect and review your financial documents to get organized.
Not sure what you'll need? Don't worry, we have a handy list and we'll walk you through it!
step 3:
adventure map
We'll meet to talk through your family's needs and goals, and work together to create a detailed + actionable plan.

step 4:
family passport
We believe that planning should be about more than numbers. We'll create a unique Family Passport to highlight what makes you special, and what kind of life you want to have together. These conversations will help you build a joyful, adventurous life.


along your journey
We're your first call.
Reviews, Check-ins. We’re here for the long haul.
step 5:
let's go!
Time to put your plan into action! We'll be directly involved at every step, coordinating with specialists whenever necessary and helping with all the big + small moves.
our pricing
$1500 per quarter, ongoing
*on a limited budget?
Our Atlas service might be right for you!
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