Financial advice that helps you make the most of your money.
Fee-only financial advice
No “product” sales. Just advice.
What does it mean to “make the most of your money”?
It’s the feeling that you’re doing the best you can. That you’re being intentional. That you understand what you are doing and why you are doing it.
It’s knowing that you’re putting the right amount of money to work in the right places and investing in the right things to accomplish what is important to you.
It’s knowing that you’ve evaluated all of your options, considered all contingencies, and have controlled what you can control.
It’s no longer having to wonder if you should or could be doing something better with your money.
Who is Ataroke?
Ataroke (at-uh-roke) Wealth is a fee-only financial planning and wealth management firm located in McKinney, TX where we meet with local clients face-to-face and meet virtually with clients from across the country.
What does “fee-only” mean?
No sales. No commissions. No kickbacks. No hidden fees.
It means we’re only paid by you.
How do we help you make the most of your money?
Ongoing Financial Planning
+ Investment Management
Get (and keep) your whole financial life on track
Ongoing comprehensive financial planning, including:
Investment Management (no additional fee)
Tax Planning
Estate Planning
Insurance Planning (no sales)
Cash Flow / Budgeting
Debt Management
And more
Flat monthly fee starting at $500/month
(includes investment management)
One-Time Planning
Fix a specific problem
Limited scope engagement to address specific planning needs.
Price varies based on scope
Investment-Only
Investment-specific solutions
Professionally managed investment portfolio built for you
0.50% per year of assets managed
Ultimately, we help you answer the important questions
Purpose
What do I want to say I did with my life?
Goals
What does my life need to look like to be able to pursue my purpose?
Next Steps
What specifically do I need to do next to build the life that allows me to pursue my purpose?
Planning Checklist
✔ Do I know what all I own and owe?
✔ Do I know where my income is going?
✔ Do I have access to enough cash today?
✔ Am I saving enough for future needs?
✔ Can I replace the things I can’t afford to replace?
✔ Will what I want to happen happen when I die?
✔ Will I be okay if I become disabled or unemployed?
✔ Am I taking the right amount of risk with my investments?
✔ Am I paying more than I need to for debt/taxes/insurance?
✔ Am I giving to the people and organizations I care about?
✔ What is the best way to pay for my kids education?
Taylor Stewart, CFP®
Meet Taylor Stewart, a financial planner, wealth manager, and author helping people make the most of their money. Based in McKinney, TX, Taylor is the founder of Ataroke Wealth, serving clients both locally and nationwide.
As a second generation planner, Taylor's passion for the profession runs deep. However, he also recognizes that financial advisors have lost trust over the years, which is why he founded Ataroke, to put the advice back in “Advisor”.
If this sounds like what you are looking for, then let’s schedule a call.
This 15 minute phone call will give us both a chance to make sure your situation matches our expertise.