Welcome to a Higher Level of Financial Advice

Altitude Financial Planning is a comprehensive fee-only financial planning practice. We provide unbiased and values-based financial services not just to the wealthy, but for everyone. We provide a full range of financial services, including comprehensive financial planning, income tax preparation, and QuickBooks accounting consultation for small businesses. Our advice is life-centered and holistic, coordinating all aspects of our client’s financial affairs. Our goal is simple – to help people make smart financial decisions with their money so they can accomplish their goals for the reasons that are important to them.
 
Financial Planning
 
Cash Management
College Planning
Retirement Planning
Estate Planning
 
  Tax Preparation
 
Individuals
Businesses
Nonprofits
Estates/Trusts
 
  QuickBooks
 
Set-Up
Training
Monthly Analysis
File Clean-up
 
 








 
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