The Alta Via, or “High Route” in Italian, is a series of hut-to-hut hiking routes in the Italian Dolomites, where one can hike as high as ~9,000 feet into the mountains and complete as many days on foot as you like. Hiking the Alta Via is a good analogy to financial planning, which is a journey, not a one-time life event, that requires goal setting, hard work, and perseverance. The path is often uphill, arduous and rocky, with the potential for unexpected weather that may require a reroute. But the views at the top of each pass are not only spectacular but rewarding and confidence-building.

Alta Via Financial Planning was started with the desire to help clients design their ideal life by aligning their money with their values. We strive to meet clients where they are at with no judgment, in order to provide a comfortable and trusted environment. Our “Less is More” approach to both life and financial planning aims to help clients destress and simplify their financial lives so that they can focus on what is most important, like getting outside with your family. We also understand and promote the importance of experiencing your ideal life today rather than waiting until financial independence (aka retirement). Our advice-only pricing model does not compensate us based on how much someone has, and therefore we do not require that clients meet an asset minimum. We only require that you be a nice human. As a fiduciary we will never sell products, and will always make recommendations that are solely in your best interest.