Welcome to Your
Alterra Client Portal!
Here in your Client Portal, you can view some of our most commonly asked questions, access your account information, and learn about the services we provide. Our goal is for you to feel clear and confident about your financial decisions while we do the heavy lifting to keep things on track. If you can’t find what you’re looking for, just reach out. We’re always here to help!
—Grant Monson, CEO
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Checking in with Your Team
Your comprehensive financial plan incorporates your goals, helps manage risk, and guides your journey. We manage your action plan and coordinate everything you need with ongoing communication to review your progress and assess the need for any updates. We’ve built in regular touchpoints to connect, but we’re always here to answer your questions.
View Your Roadmap
Your comprehensive financial plan incorporates your goals, manage risks, and guides your journey. We manage your action plan and coordinate everything you need with ongoing communication to review your progress and assess the need for any updates. Here is what you can expect from us throughout your financial journey.
Discover New Insights
Browse our library of articles, webinars, and case studies.
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You’ve worked hard, invested well, and are finally ready to make the exciting leap to retirement. But if you’re like many considering this transition, anxiety quickly sets in. Can I really stop working? What will I do? Can I afford it? Have I saved enough? Where...
Should I Leave Washington State to Avoid the Estate Tax?
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
I’m 73 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.