Navigating your financial affairs can be challenging in a constantly changing family environment. Altitude Financial Partners does something differently by looking at all the areas of planning, not just investing and how your portfolio performed. We take into account phases in life like college funding or qualifying for loans while at the same time saving for retirement etc. (How do the assets you have worked so hard to save affect your child's ability to go to college or get student loans? How does what I contribute to my 401K even relate to my child's college?) These are things we were never taught and certainly can't talk to just anyone about.
Jeanie Boymel is going through it right along with you and watching the changing climate to make sure our decisions benefit the whole family. Another interesting topic with families that Altitude Financial Partners is keeping close watch on is the transfer of wealth, estate planning, and estate taxes. Although Jeanie is not a CPA or estate planning attorney, she partners with experts to make sure your plan is accounting for all of life's changes. Times are changing with new technology and we want our experts to help us navigate the different environments with us. Altitude Financial Partners is here to help families account for new times. Look for us here.
