What We Do
At Altitude Financial Planning our goal is simple – to help people make smart financial decisions with their money so they can accomplish their goals for the reasons that are important to them. Altitude Financial Planning is a comprehensive fee-only financial planning practice providing unbiased and values-based financial services not just to the wealthy, but to everyone. We provide a full range of financial services, including, comprehensive financial planning, income tax preparation and QuickBooks accounting consultation for small businesses. Our advice is life-centered and holistic, coordinating all aspects of our clients’ financial affairs. We focus on bringing our clients’ money life into alignment with their values and helping them develop sound financial strategies to achieve their lifetime goals. We’re in the business of building long-term, solid relationships that are based upon trust and quality client service. Thank you for exploring our website and becoming acquainted with us.