This is What's Important 

When It Comes to Your Money ...

If You Have Investments ...

--- Protect what you have! Those occasional but large "draw downs" (when your portfolio loses a lot of money) are the biggest threat to long run wealth accumulation. Most investors are exposed to way more downside risk than they realize. Do the Risk Assessment Now ==>

--- Pay attention to fees. Management fees matter way more than which investment style (passive, active, strategic, tactical, etc.) you or your investment manager use. Good advice does come with a cost but if you're still paying 1.0% of assets in a management fee or more, you're paying way too much.

Regardless of Whether or Not You Have Investments ...

--- Make the best daily decisions possible with the money slipping through your fingers. Are your spending choices giving you the greatest quality of life possible or could you have more of what's most important to you?

The marketing world encourages immediate gratification and financial choices based on emotions. While that may feel good in the moment, it works against your long run best interests. There is a better way and (despite what you might believe) it doesn't involve the pain, sacrifice or self-discipline of a traditional budget.

You don't have to jump to a 10% or 15% savings rate overnight. Make adjustments in smaller increments (50 cents or a dollar a day). It's much easier to do and over time you'll still make a huge improvement in your family's financial future.

We Can Help With This Too ...

We are building the Ultimate Pocket Wealth Health tool - a single mobile/web application that will help you keep track of your spending and build more savings ... all without the pain, sacrifice or self-discipline that is part of traditional budgeting tools.

... and You Can Help Us Build It

We want to know what YOU would like to see in the Ultimate Pocket Wealth Health App. What would it have to have in order for you to want to use it every day?

When you're ready, schedule your Free Consult to speak with a Wealth Coach and CERTIFIED FINANCIAL PLANNER™ professional and learn how simple, fun and affordable it is to get control over your money rather than letting your money control your Quality of Life.

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.

 

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.

~ Affordable

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.

~ Simple

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.

~ Fun

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

~ Accessible

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.

A Real Financial Planner Is ...

A Real Financial Planner is a coach more than anything - there to help you make smart choices with your money so you can have more, keep more and enjoy more of whatever is most important to you in life.

That's it.

Simply put - A Real Financial Planner will provide perspective, encouragement & advice as you navigate a very complicated (and often conflicted) financial world.

An ALTUS Wealth Solutions financial planner will talk straight and has no products to sell - just financial strategies that work. Here are the services we provide:

- Financial Planning for Business Owners and Entrepreneurs
- Alternative Investment Strategies
- College Funding Solutions

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

You will speak to a CERTIFIED FINANCIAL PLANNER™ professional within 24 hours (often right away). No screeners. No gatekeepers and no sales pitches ... You'll hear from a true financial expert who will answer your questions or direct you to resources that can help you out.


There are many things about personal finance that every person should know ... but few do. It's not your fault. This isn't taught in schools and the game is rigged to be to the advantage of an elite few who play by a different set of rules.

The media doesn't help. They promote myths and mis-information and give you every reason to support their advertisers. All of these people are not real financial planners. They are just financial salespeople who often offer financial planning services for "free" while they make their money on product sales. In the end, you're the one who pays. You pay by being hoodwinked into buying products you don't need and probably can't afford.

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

When you're ready for a relationship with a real financial planner that is about coaching you rather than selling you stuff, then talk to us. When you're ready to work with someone who is there to help and support you through good times and bad (like a good friend would do for you) - talk to us.

- We Have no Minimum Financial Requirements
- We Don't Hide Behind Lots of Fancy Language
- We Offer Great Advice at a Reasonable Cost

We know that when you win, we win ... and it feels really great to help another human reach their potential and do things that everyone else said could never be done.

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

ALTUS Wealth Solutions is a Registered Investment Advisory firm, registered with the State of California.  We adhere to a fiduciary standard of care (read the ALTUS Wealth Solutions Code of Ethics).