ALTUS Values: Attentive

Our Values at ALTUS

I founded ALTUS Wealth Solutions 15 years ago with the goal of helping clients achieve financial success. To deliver on this mission, we prioritize three core values: being Attentive, Consistent, and Respectful in everything we do.

Our First Value – Be Attentive

In this video, I want to focus on that first value – Being Attentive. Our commitment to being Attentive shapes how we work with clients. For instance, our Collaborative Financial Planning approach ensures that we pay close attention to your unique situation. Your goals, dreams, and even fears are crucial factors in the financial strategies we develop for you.

Attentive Helps Your Understanding

Furthermore, what sets us apart from other advisors and consultants is our dedication to helping you understand your finances. That’s why we use a Coaching Model and not how typical advisors and consultants deliver their analysis and findings. I don’t think we’re any smarter or possess greater expertise than other firms, but we do excel in delivering solutions in the most effective way possible.

We’re Available

Being Attentive also means being Available for you on your terms. That’s why we offer appointments on weekends and evenings, and we utilize virtual communication channels such as email, phone, text, and Zoom. Even before COVID, we operated entirely virtually because we understood that clients didn’t want to disrupt their work schedules for in-person meetings.

Shorter Meetings More Often

Lastly, being Attentive means consistently being there for our clients. We meet every 3-5 weeks, and more frequently if necessary for your financial success. This stands in contrast to the typical advisor or financial planner who only meets once a quarter, if even that often. Meeting four times a year simply isn’t often enough to achieve consistent results. And when we meet with you, we are fully present and focused solely on you, your goals, and your financial well-being. We are ready to be no place else.

At ALTUS Wealth Solutions, we are committed to being Attentive, Consistent, and Respectful in our pursuit of your financial success.