How Atmos Planning is creating a New Financial Model for Entrepreneurs

This inspiring story is of a rising startup called Atmos Planning started by Robert Fehlen. Atmos Planning is revolutionizing the way business owners and real estate investors are served by the financial services industry. Their goal is to empower visionary entrepreneurs to pursue what they love while building personal and meaningful wealth. Here is the story of Atmos Planning in Robert’s own words.

Introduce us to your idea of Atmos Planning

A Personal CFO is a strategic planning partner dedicated to maximizing your net worth, income, and impact.

We realized that entrepreneurs were asking their financial advisor what entity they should set up for their business, asking investment portfolio advisors for real estate advice, discussing the best retirement account to set up with their insurance broker, and relying on their bookkeeper for the best tax planning advice.

It’s extremely difficult to have a unified financial picture when all of your financial consultants are viewing your situation differently.

When it comes to your business and personal finances, there are a lot of decisions and items to manage. Here are just a few:

Revenue, Cost of sales, Operating expenses, Net profit, Taxes, Post-tax net profit, Asset protection, Wealth accumulation, Business valuation, and Retirement.

For our clients, the strategies and decisions made around these items range from thousands to multi-million dollar decisions a year over year.

What’s your strategy story? What led you to start Atmos Planning?

I believe in a collaborative world where innovation can flourish, lives are transformed, and both intellectual and financial wealth is grown and shared. This is why I get out of bed every day ready to serve my team, our clients, and our community.

Through our Journey, we listened to hundreds of visionary business owners, and here is what we heard them say.

I have too much on my plate.
There’s too little time to manage it all.
I feel stuck in a sea of advice and information.

From research, client conversations, and planning, the Personal CFO model emerged as the missing service for Entrepreneurs.

One of our prerequisites for clients is that they have a vision greater than themselves. We believe money is great, but it is not the end all be all. It’s the lives we touch and the impact we create along the way that matter most. The reason our company has this requirement is that we want to achieve exponential impact ourselves. There is only so much impact we can have in the world, but if we maximize the impact our clients wish to create, our reach and impact grow way beyond what we could ever achieve.

The Atmos Planning Social Mission is to create Affordable “Home”ing as a launchpad to self-actualization. Our company has dedicated 10% of our profits to this mission.

What marketing, operation strategies are you adopting at Atmos Planning?

One main operational strategy is streamlining and automating our systems through technology. Since the launch of the company, we have made a heavy investment in our technology stack. The goal of this is to make our client’s and our employee’s lives easier. The benefit of having a robust tech stack early on has allowed us to scale quickly and efficiently.

Another strategy we focus on revolves around our client’s experience. I am a big fan of the book “The Experience Economy” by Joseph Pine II and James Gilmore. Each time a client joins Atmos Planning, our staff creates a Client Experience Playbook. The goal of this is to make intentional, meaningful touchpoints in our client’s lives. This aligns us to one of our Core Values – “We create Story-Worthy Experiences.”

Finally what advice do you have for your fellow entrepreneur readers?

The main piece of advice I would give to any business owner (Especially startups and small businesses) is to Pay Yourself. I’ll say it one more time for emphasis, Pay Yourself. As business scales, we tend to reinvest as much as we can back into our business. If you aren’t careful, you’ll wake up with a $1M revenue company providing your household the same financial benefit as the $100K revenue company you started with.

While the desire or “need” to reinvest everything may seem like the best path to growth, setting yourself up to be financially secure at home allows you to pursue growth from an Abundance Mindset vs. a Scarcity Mindset.

Disclaimer: The information in the above story is provided by the startup and The Strategy Story takes no responsibility for the authenticity of the product and services offered by the startup. Reader’s discretion is advised.

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