Valuable Financial Advice That Is ...
Affordable ~ Simple ~ Fun
--- No Minimums
--- No Giant Up-Front Planning Fees
--- No Products to Push or High Pressure Sales
ALTUS Wealth Solutions is a financial planning firm devoted to making personal financial services AFFORDABLE, SIMPLE and FUN for everyone.
Drive Your Money ... Drive Your Life
We believe that everybody can get more out of their money (and hence more out of their life) by taking control over their finances and using a more strategic approach. That means having a plan as well as a coach/advisor to guide you through the ups and downs of your financial life.
When you are in the drivers seat when it comes to your money ... your quality of life improves tremendously.
We believe that everyone deserves access to professional, fiduciary advice and coaching when it comes to their money - regardless of their income or how much money they have already managed to save up.
Getting started shouldn't be expensive. With our subscription model, you get access to a Wealth Coach for as little as $25 per month.
Having a clear understanding of where you are and where you want to be along with a road map of your financial life makes many of the choices much easier to make.
For everything else, all you need is an expert you can trust for analysis and easy-to-understand answers to your questions. When it comes to money issues, there is no better expert than a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Coach.
Working with a financial professional and making smart choices with your money should be fun - a positive experience. After all, it leads to getting more out of life both today and in the long run.
Granted, the impression most people get with typical financial planning and investment firms is rather dour. The process is perceived to be full of pain, sacrifice and self-discipline. Why would anyone want to do that?
At ALTUS Wealth Solutions, we focus on your inspirations and aspirations - your values (the things in life that are most important to you) and what you want to accomplish. Yes, money is involved but it is never really about the money. It's about the life you want to live. We go back to this concept with everything we do.
FROM ALTUS WEALTH SOLUTIONS YOU CAN EXPECT:
• Great advice at a reasonable cost
• No minimum financial requirements
• No fancy or confusing language
• Meetings at your convenience
Use Our Online Scheduler to Set Up Your Free Initial Consult to Learn More
We know most people are busy working during regular office hours ... and that financial questions and issues rarely pop up when you're on the job. We use the latest technology to give you 24x7 access to our world class financial tools. EMails, text and calls always get a live response within 12 hours - even on weekends and holidays. We can meet you in our offices in SLO or anywhere in the world via WebEx.
ALTUS Wealth Solutions has developed powerful financial tools like the Cash Flow Hydrant™ that are easy to use, available when you need them and make concepts easy to understand.
When you’re ready to GET CONTROL OVER YOUR MONEY so you know where it’s going... so you can have less stress and fewer financial worries... so you can be confident that you are making great choices with your money and getting the best value out of every dollar you spend... then TALK TO US.
ALTUS WEALTH SOLUTIONS PRIMARY SERVICES:
• Cash Flow Management - Save More WHILE Improving Your Quality of Life
• Holistic Financial Planning (all encompassing - no product sales)
• Risk Reducing Investment Strategies
• College Funding Solutions
When you’re ready for a relationship with a coach/advisor that is about helping you rather than selling you, then talk to us.
This is your chance to drive your money and drive your life to wherever you want to be.
You just need to GET STARTED...
Use Our Online Scheduler to Set Up Your Free Initial Consult to Learn More.
ALTUS Wealth Solutions is a Registered Investment Advisory firm, registered with the State of California. We adhere to the fiduciary standard of care (read the ALTUS Wealth Solutions Code of Ethics) - the highest ethical standard of care in any industry.