Independent and Fee-Only Financial Planning - Altitude Financial Planning is entirely independent. We are not affiliated with any banks, insurance companies, brokers or other financial institutions. We are paid only by our clients. We do not receive commissions or referral fees and we do not sell financial products. This enables us to be completely objective in our advice. Our fees are fully disclosed before you begin working with us - there is no guesswork.
No Minimums - we believe everyone needs competent financial advice, regardless of their net worth or account size. We help clients who have substantial assets, those who are just starting out and those who are simply trying to get their financial lives in order.
Integrative Approach - we provide fully comprehensive financial planning. In addition to providing a holistic financial plan, we will prepare your income tax returns and identify tax savings opportunities. If you are a small business owner, we can also design and implement an efficient and accurate QuickBooks accounting system for your business.
Financial Literacy - our educational client meetings are designed to help you understand your financial affairs, clearly define your financial goals and co-develop a roadmap to get you there. Best of all, you will understand your plan when you work with us.
Professional Qualifications - together, we have over 50 years of experience in the financial services industry with an ongoing program of continuing education. You can be confident in our professionalism and experience.
Fiduciary Standard - as fee-only Registered Investment Advisors, we are legally required to adhere to a fiduciary standard. A fiduciary standard means that we are putting your interests first. When you work with us, you can be assured that you will receive the best advice we can give, without any conflicts of interest or influence from outside interests. For more information go to Focus on Fiduciary.
Our Commitment to Excellence - the key to our service is establishing a relationship with our clients built on trust and long-term success, not short-term investment returns. For us, success means your money is aligned with your values, you have peace of mind through volatile markets and you are reaching your goals.
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