Blog

Hello from the entire Alterra team! We’ve been working full speed from home offices since early March and are thankful for top notch cloud-based tools so that we can continue to serve you without interruptions. Our commitment to lifetime learning is also hard at work in this situation as we monitor updates through weekly web conferences and calls with leading economists, analysts and health officials. We’ve also compiled quite a few work from home and lifestyle tips. So, we’re using this page to provide resources to stay informed, productive and holistically healthy while staying home – we hope you find it helpful!

 

Health & Financial Updates

We’ve found these resources helpful, concise updates for current health and financial outlooks.

 
Maximize Your Work-From-Home Productivity

Tips and tricks to make your remote work more productive and more enjoyable.

 
Holistic Health for Body, Mind & Soul

Resources to take care of your whole self and get outside while staying inside.

Body

The connection between our physical and emotional wellness is incredible! Physical activity can do wonders for our mental health. Here are a few ideas for staying fit at home.

Mind

What to do when the mind is wanders off into worry and angst? Learn something new…and teach the kids, too!

Soul

There’s nothing like beauty to perk up the soul, or quality time with loved ones to remind us of who we really are. Here are some fun ways to nurture the explorer, art-lover or cultured coloring-book-enthusiast in you and your loved ones.

We hope these tips help you find opportunities to learn something new, fine-tune your work-from-home habits and stay positive as we all work together for the health of our families, friends and communities.

Alterra Advisors - Josh Whelan

Josh Whelan

CFP®, CLU®, ChFC®
Partner, Financial Advisor

About the Author

Josh sees his profession as a calling, not just a career. His motive for pursing financial planning was very personal. While working on a degree in marriage and family counseling, Josh’s father was diagnosed with multiple sclerosis. Josh decided then and there to change career paths to help his family prepare for an uncertain financial future. Financial planning became his path to serving others.

Josh applies his passion for personal relationships and helping people thrive as a financial steward. His “listen first” approach seeks to understand his clients’ true financial goals and then offer the open communication and guidance needed to reach those goals.

A native of the Pacific Northwest and a graduate of Seattle Pacific University, Josh serves many kinds of clients, but has established a niche helping dentists integrate their personal and practice finances. He’s also a regular lecturer at the University of Washington School of Dentistry, helping the school integrate financial education into the curriculum.

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.