DESIGN YOUR WEALTHY LIFE
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LIVE THE LIFE YOU DESERVE
Customized Financial Plans Built For Your Specific Goals
THE TRADITIONAL FINANCIAL PLAYBOOK IS FAILING YOU...
IT’S TIME FOR A REAL PLAN.
When your ambitions run high and your financial decisions carry more weight, settling for ordinary advice can hold you back. Yet, too many advisors still rely on outdated formulas—driven by fees, commissions, and generic strategies—ignoring the complexity, pace, and vision required by those striving for exceptional results.
Traditional planning wasn’t built for those who demand more from their wealth and their future.
YOU deserve a different approach.
At Atlantis Wealth, we bring you the best of both worlds—giving you a boutique experience paired with the extensive expertise and resources of larger institutions. Here, your goals aren’t just aspirations; they’re a roadmap to an extraordinary future.
Imagine a Future Where You Can Finally…
See Your Financial Path with Crystal Clear ClarityÂ
No more uncertainty in managing your finances. Picture having a definite plan for your financial future, empowering you to make confident decisions and transform your aspirations into tangible achievements. It's all about aligning your financial resources with the values that matter most to you.
Eliminate the Jargon and ComplexityÂ
Say goodbye to financial buzzwords and confusing options. We speak your language, making strategies simple and accessible so you can thrive without frustration.
Achieve Harmony Across All Aspects of Your LifeÂ
Juggling personal life, business responsibilities, and finances can be overwhelming. But imagine a life where these areas are in harmony. Think less stress, more balance, and a sence of peace.
Feel in Control and ConfidentÂ
Uncertainty can feel unsettling, especially when it comes to money. But what if you could replace that fear with a sense of control? Picture yourself understanding and managing risks, ready for whatever life throws at you.
MEET CHRISTY ROBINSON, CFP®
Christy Robinson founded Atlantis Wealth to redefine the financial planning experience with her philosophy of Wealth-Life Balance. With over 27 years of experience, she helps clients bridge the gap between where they are and where they want to be—living richly today while building a solid foundation for the future. Her unique and interactive approach empowers clients to pursue both short-term fulfillment and long-term financial success.
As a female advisor, Christy is especially passionate about supporting women investors. She provides transparent guidance and education to meet their unique needs, helping them gain clarity and confidence in their financial journeys.
Beyond finances, Christy is dedicated to helping her clients grow in all areas of life—spiritual, fitness, family, and personal development—because she believes true success is holistic.
 "Wealth is about having the freedom to live life on your on terms. It's not just about how much you have - it's about how closely your finances reflect your truest self."
Is Your Financial Plan Working
For You?
Are you truly confident in your current financial guidance? If you have doubts about your advisor, lack a clear plan, or wonder whether your strategy is up-to-date, it’s time to ask yourself—how much is uncertainty costing you?
Staying comfortable can come at a high price: missed opportunities, unrecognized risks, and stalled progress toward your goals.
You deserve more than generic advice. With the right guidance, you can uncover hidden opportunities and create a strategy that brings you confidence and clarity.
YOUR ATLANTIS WEALTH 360 PLAN INCLUDES:
Designed To Give You A 360° View Of Your Financial Life
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Personalized Financial Blueprint
Tailored to YOUR specific goals and circumstances
Investment Planning
Aligned with your risk tolerance and timeline
Annual Review SessionsÂ
To keep your plan aligned and adaptable
Retirement Roadmap
To ensure you are on track for the future you envision
Comprehensive Budget AnalysisÂ
To optimize your income and expenses
Educational Planning
For your children's future
Tax Optimization Strategies
To keep more of what you earn
Decision Modeling
To make confident decisions today for an impactful future
ATLANTIS WEALTH 360 PACKAGES
DREAMER
- Foundational Financial Plan
- Budget Review
- Cash Flow Projection
- Decision Center & Scenario Creation For Retirement
- Basic Will & Estate Review
- Net Worth Assessment
- Goal Planning
- Actionable Strategies
- Personal Financial Website
- Annual Plan Update & Review
DISCOVERIST
MOST POPULAR
- Includes Dreamer Package Plus:
- Survivorship Planning & Recommendations
- Life Insurance Review & Recommendations
- Estate Planning Coordination
- Decision Center & Scenario Creation For Multiple Goals
- Tax Coordination with CPA
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EXPLORIST
- Includes Dreamer & Discoverist Packages Plus:
- Financial Organization
- Business Evaluation
- Guidance For Selling Your Business
- Buy Sell Coordination with Attorney
- Business Retirement Plan Evaluation
- Tax Coordination - Personal & Business
THE DIFFERENCE IS DRAMATIC
According to Morning Star, individuals who work with a financial advisor accumulate 29% more wealth than those who do not.*
(Source: Morningstar)
Americans who work with a financial advisor expect to retire TWO YEARS EARLIER than those who don't.Â
Three in four Americans with an advisor (75%) believe that they will be financially prepared to retire, compared to just 45% without an advisor who feel the same.
Nearly two in three Americans with an advisor (62%) say they know how much they need to save in order to retire comfortably, while about one in three without an advisor (34%) agree.
THINK ABOUT WHAT YOU COULD DO WITH:
- Less Financial Stress
- More Retirement Savings
- Confidence In Your Financial Future
- A Clear Path To Achieve Your Goals
THE COST OF WAITING IS TOO HIGH
Every moment you hesitate, opportunities slip through your fingers. Waiting to take charge of your finances doesn’t just delay your dreams—it puts them at risk.
Consider the powerful, compounding effect of untapped investments left on the table or the mounting stress when unexpected setbacks hit and you don’t have a safety net. The real cost of inaction reaches far beyond dollars—it’s lost time, stolen freedom, and the peace of mind you could be experiencing right now.
Taking immediate action isn’t just a decision—it’s the accelerator to building real wealth, creating rock-solid stability, and opening doors to new opportunities.
The moment you step forward, you start shaping your future—positioning yourself to grow your assets, elevate your lifestyle, and enjoy the rewards of your commitment.
OUR PROCESS IS SIMPLE BUT POWERFUL
We Built The Journey With You In Mind
Simple. Empowering. Engaging
DISCOVERY SESSION
The discovery session is all about you. It’s our opportunity to understand your goals, values, and vision for the future, laying the foundation for a personalized financial strategy. This first step in the planning process ensures every decision we make aligns with your top priorities.
CREATING YOUR MAP
Creating your map is where the journey takes shape. This is the heart of the financial planning process, where we design a custom plan tailored to your unique values, goals, and aspirations. Every detail is carefully considered to ensure your financial roadmap leads to the future you envision.
PUTTING THE PLAN INTO ACTION
This is where your plan comes to life. Together, we put your custom financial plan into action, turning goals into actionable steps. With a clear path forward, you’ll move confidently toward achieving what matters most to you.
HELPING YOU LIVE RICHLY
This is where balance meets purpose. We help you enjoy life today while staying on track to build the future you’ve always dreamed of. Living richly means thriving in the present without compromising what’s ahead.
TAKE THE FIRST STEP TO FINANCIAL FREEDOM TODAY
Discover how the Atlantis Wealth 360 Plan can help you create a financial plan that puts you on the path to the future you deserve.
DON'T LEAVE YOUR FINANCIAL FUTURE TO CHANCE
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Hoping for the best is not a strategy. Without a deliberate plan, your financial future is left to uncertainty. Take control today to help build the security, confidence, and success you deserve.
THE TIME TO ACT IS NOW
YOUR FUTURE SELF WILL THANK YOU
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FAQ'S
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Where do I even start?
Investing seems complex? Can you break it down for me?
Is a financial plan just for retirement planning?
Can you help me move from my existing financial advisor?
 * According to According to Forbes, "Not Enough People Have Financial Advisers and New Research Shows They Should.*
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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, NV, 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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