For $397, Here’s What You’ll Get
3 Separate Documents and Access to Online Tools
Your Targets
Where You Want to Be
We’ll help you identify the Ideal Results for You. The document will Prioritize those Goals based on your Values (what’s most important to you).
Your Blueprint
Where You Are Now
An Outline of Resources with what they can (and cannot) do and All Levers (not just investments) you can push to most reliably reach your Targets.
Your Roadmap
Your Financial Plan
Prioritized strategy to get you from Where You Are Now to Where You Want to Be. Includes a Timeline to scope your efforts and take care of first things first.
Toolkit
Dashboard | Reminders
You’ll have access to tools to help you Monitor and confirm progress, Self-manage ongoing decision-making and Stay on Track executing on your Plan.
What Having a Financial Plan Gives You
– Control of Your Money
– Ready to Handle the Messes that inevitably happen
– Understand ALL the Resources You Have (not just investments)
– What those Resources Can Do
– What those Resources CANNOT Do
A very clear picture of what your future can look like and how best to turn that future into a reality.
The Best Way to Start
Is a Free Consult
In 20 minutes or less, you’ll know if a Real Financial Plan is right for you.
Financial Planning
Should Be Simple, Fun and Affordable
Imagine a world where money is no longer a taboo – where you feel “on track” and confident with your money choices … and where working with a financial professional isn’t painful, complicated or expensive.
That’s the world we’ve imagined for more than 15 years and are working every day to create.
We believe that being strategic & intentional with your money gives much better results than hoping things work out. We also believe that everybody deserves to have a Real Financial Plan, put together by a fiduciary professional and made available at a reasonable cost. If you believe the same thing, schedule your FREE Consult today … and let’s get you started on the Path of Wealth Health.
The Legal Stuff:
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm, registered with the State of California and created in late 2007 (proof that market timing is not our specialty – then again, nobody can time the market). ALTUS Wealth Solutions is NOT affiliated with any broker or dealer. We provide financial planning and investment management services for a fee, are not paid to make any specific recommendations and do disclose any and all conflicts of interest with the advice that we give.
John Buerger is the founder, owner, Chief Investment Officer, financial planner … and currently everything else in a one-person Registered Investment Advisor firm. The advantage is you get to work with the person actually making the investment decisions, not a salesperson serving up ideas from someone else in New York who doesn’t even know you. John is a CERTIFIED FINANCIAL PLANNER™ professional with a BA in Economics from Middlebury College and a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA.
John adheres to the fiduciary standard of care, makes every attempt to do whatever is in the clients’ best interest and put those interests ahead of his own.
