Thanks for requesting a meeting. We’re looking forward to our conversation.
We appreciate that you’ve taken the first step in your financial journey. We’ll review your information and will be in touch within the next two business days, based on your preferred method of contact. Remember, this is a no-obligation chat to get to know each another.
Here are a few things we would like to cover:
- Learn more about you, your family and your business
- Listen to your life goals and dreams
- Explain our typical financial planning process
- Walk through a sample financial plan
- Give you an opportunity to ask all the questions you want
The Alterra Advisors Team
We make a living by what we get, but we make a life by what we give.
— Winston Churchill
People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about.
—Franklin D. Roosevelt
Wealth is the ability to fully experience life.
—Henry David Thoreau
The greatest wealth is to live content.
It is not how much we have, but how much we enjoy, that makes happiness.