The Alterra Promise Explained
At Alterra Advisors, We KNOW our financial planning and wealth management process has the power to unlock your wealth’s potential. That’s why we’re here — to help you create a life and legacy you love!
But you haven’t experienced our process yet. You haven’t seen it in action.
To remove the risk of taking the first step, we’re proud to make you this audacious promise.
In our planning work together, we’ll uncover strategies to build wealth, minimize taxes, and multiply your impact on the people and causes you care about. Our process will demonstrate value that will far surpass your Plan Design fee — and we stand behind it. If you aren’t 100% satisfied with our collaborative roadmap, we’ll waive your plan fee and we can part ways as friends.
That said, a successful planning experience is a two-way street. So here’s how to make the most of your plan design process:
Show Up
Be ready to attend all the planning meetings and be engaged.
Be Prepared
Provide requested info in a timely manner.
Be Open
Answer questions honestly and provide feedback throughout the process.
Be Responsive
Engage and return communications promptly.
