Financial Planning Simplified
Start your financial plan today from your mobile or desktop device. Answer a quick survey and get step by step guidance to complete a comprehensive financial plan, free of charge. If you need help, we’re here to answer your questions.
Your goals, your values, your unbiased financial plan— simply built around you.
Why Altrua Wealth?
Life is busy and full of change, which can make planning your finances difficult. We’re here to help. From answering your most pressing retirement questions to minimizing income taxes and investment fees, we’ll help you navigate your financial journey in simple and effective ways so you can realize your most important goals confidently.
Accessible
Get free 24/7 online access to advanced but easy-to-use financial planning software. Reach out when you need us over email or our community form.
Empowering
Be empowered by trusted education resources that cover each area of financial planning. We provide the most effective, ‘must know’ information in an understandable way.
Objective
Ask questions and get unbiased answers from a Certified Financial Planner (CFP). We don’t sell investments or life insurance. We are advice only financial planners, focused on your best results.
Financial Planning for Yourself, Not by Yourself
Whether you’re a self directed investor or prefer more in depth financial guidance and advice, we’ve got you covered with two service options:
Free: Get access to our platform for one month and construct your financial plan along with step by step guidance and education resources. We’ll answer high level questions pertaining to your plan.
Comprehensive Consult: Work one on one with an experienced Certified Financial Planner (CFP) to help clarify your goals and optimize your plan. You’ll keep access to the platform for a year as we work through and implement your plan together.
