Financial/Insurance

Heather has a background in wealth management, investments, trusts, and banking. After a decade of experience in the many facets of the financial industry, Heather created Atlas Financial Consulting, LLC. As a Daily Money Manager, she has the ability to work hands-on with her clients and make a difference in their financial lives by providing confidential, compassionate assistance, while reducing stress and increasing financial productivity. She strives to alleviate the burden of her client's day-to-day financial tasks such as creating and implementing a budget, preventing/contesting fraud, paying bills, reconciling accounts, organizing electronic and/or physical files, etc. This allows her clients to shift their focus to living a more fulfilling and stress-free life. Heather is a member of the American Association of Daily Money Managers (AADMM). As a member of AADMM she is held to their Standards of Practice and Code of Ethics. Each AADMM member is required to pass a biennial background check to ensure each member is continuing to uphold the credibility and integrity of our profession.

Heather believes in helping those in need and giving back to the community. She is currently serving as Secretary of the Greater Auburndale Chamber of Commerce board of directors, as well as Secretary of Winter Haven's Women's Resource Center board of directors.

We endeavor to add value to our clients lives by connecting their unique purpose to financial decisions, bringing clarity on how to strategically accomplish their goals, and providing stewardship as life continues to change.

Let’s put your plans in motion

Have Medicare? Have questions? By offering most plans in our area I can make sure you get the plan that fits your needs. Call today for a NO cost plan review.

Terri is a Certified Public Accountant and also a Certified Daily Money Manager® helping people with managing their daily money tasks on an individual or small business basis. This includes paying all bills, making deposits, reconciling bank accounts, creating a budget, dealing with creditors, and keeping up with forms or correspondence. Background checks are updated bi-annually as a current member of the American Association of Daily Money Managers further testifying to professional integrity and high ethical standards of this industry.

We work for our clients not for an insurance company to ensure every eligible Medicare beneficiary has the opportunity to get the most from their health coverage!