Business Owners
Don't let your business become your entire financial plan. Build wealth outside of it, plan for taxes, and make sure your personal financial goals aren't lost in the day-to-day.
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My Approach
My approach to financial planning is simple. Understand what matters most to clients, help them make informed decisions, and connect their financial resources to the life they want to live. I believe great advice combines comprehensive planning, education, and an understanding of the psychology behind financial decisions. It's not just about having a plan, but helping clients understand it, feel confident in it, and adjust as life changes.
The Clients I Serve
Executives
Your compensation is more than your salary. Understand your equity, benefits, and tax exposure, and make sure they're aligned with your long-term goals.
Millennials & GenZ
Don't wait until you make more money to start planning. Build good habits early, automate your savings, and let time work in your favor.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Don't just plan for what you're retiring from. Plan for what you're retiring to. Financial independence is about freedom, not just money.
Starting a Business
Keep your personal and business finances separate from day one. Build a plan for cash flow, taxes, and paying yourself before profits arrive.
Sudden Wealth or Inheritance
Don't rush into major financial decisions. Take time to understand what you've received, what matters most to you, and how this wealth can support your future.
Also: Buying a Home and Relocation, Career Changes or Job Loss, Compensation Changes, Funding Education, Getting Married and Starting a Family
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I believe great financial planning goes well beyond investments. It's about understanding what matters most to clients, simplifying complex decisions, and helping them make the most of what they've worked hard to build. My approach focuses on relationships, education, and comprehensive planning. I want clients to understand not just what we're recommending, but why. Through our team-based approach at Altara Wealth, clients benefit from different perspectives and areas of expertise. My goal is to provide proactive advice, honest conversations, and the confidence to make better financial decisions throughout life.
Disclosures
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.