Our Services
With you on all the miles of your meaningful life
At Altalune Wealth Advisors we know you hard you work to build a life filled with meaning, purpose, and hopefully, a little bit of joy too! You deserve a financial life that reflects that same sense of fulfillment. That's why we're here for you through all of life's changes.
We need different things as we trek through life and the same is true with financial planning. At different ages, and through various transitions, we need different kinds of support. But underneath all of our services, regardless of life stage or transition, we are grounded in the following values:
- Intentional listening and compassion take us all further than ‘expert advice.” Understanding your life context and what you truly want, your values, fears and dreams is a pleasure in our jobs.
- Conversations, laughter, and trust are just as important to us as planning, strategizing, and investing.
- We are creative, dedicated, and a bit overachieving—because you deserve thoughtful, joyful conversations, alongside the solid financial plans and investment management.
- Well-being, being healthy and finding contentment is important for us. We build reciprocal relationships with our clients, sharing our journeys to healthy wealth and meaningful life.
Supporting you to answer your big financial worries
We know money can keep you up at night. No matter how much we have, financial worry often keeps us from engaging fully. We help you find answers so that you can experience the full joy of your life.
How do we establish shared vision and goals?
As you get serious about saving for your future, we support you in developing a confident financial path to support your life dreams. We assist with streamlining finances, understanding cash flow, offering support for 401k management and other employer plans, planning for big ticket items and family expenses like babies or new homes, and developing shared vision for money. We provide things like our “New Investor Series” to support you’re a confident financial education.
Traditional views of retirement are outdated. We simply cannot rely on the traditional ways of preparing for this phase of life. Retiring is much more complex nowadays and usually we can’t figure it out without support. We begin with defining your goals for retirement and then begin to build a picture from a variety of sources to estimate how you reach your goals. These include contributions, insurance, inheritance and work as components to reaching retirement goals. We also test out scenarios for health care issues, travel and other “big expenses” that worry you the most and analyze the impact on your retirement. Additionally we do insurance analysis, social security analysis and analysis around long-term care and assisted living.
When your children are grown and you have an established home, you’ve climbed your career and now you enter retirement. We help you alleviate fear and worry by planning for your income during retirement and for your wealth transfer, taking into account health and environmental events that might occur. We also assist you with tax planning so that you can support charities you love and manage your taxes and navigate more complex issues with wealth transfer.
How much insurance do we really need? Insurance needs should make sense within your financial situation and support your goals and needs for protecting loved ones. We do an insurance analysis to determine the best products at the lowest price to meet your needs.
How can I make sure my money is invested in values I care about? We work with clients and partners to create and manage your portfolio aligned with values that are most important to you.
