Your Journey, Your Roadmap
As our client, you have a team that works with you to create a life and legacy you love. We schedule annual check-ins to make sure we’re all aligned and up to date, but we’re always here to help you address things that come up along the way.
Annual Planning Meeting
During our Annual Review (which we can hold by email or in person), we’ll review your goals and discuss updates, strategies, accomplishments, and next steps.
6-Month Check-in
For more complex plans, we’ll send you a check-in email every six months with a summary of what we’ve accomplished so far and affirm what the focus will be for the next six months.
Tax Season
To keep tax season as seamless as possible for complex plans, we’ll email to confirm your information is up to date and send your tax documentation to your CPA.
Planning Anytime
In addition to our set service schedule, we invite you to contact us at any time. We’re always here and happy to help. Just reach out to Alterra Client Care or call 425.749.3300.
Schedule a Check-in with Your Team
We’re here throughout your journey to help you feel clear and confident about your financial decisions. To schedule your annual check-in or to get answers to the questions that come up along the way, feel free to use this form, or contact Client Care or call 425.749.3300.