Getting started

Your journey starts here

We appreciate your interest in Alta Via Financial Planning and look forward to meeting you. As we do not have dedicated office space, the majority of our meetings are held virtually. However we are open to occasional in-person meetings in NE Seattle and Snoqualmie Pass.

If you'd like to connect and chat about whether we might be a good fit for you, please fill out the form below and we'll be in touch soon to schedule time with you. In the Message field, please include a bit of information about your household, such as names and ages, your favorite activities or vacation spots, most pressing financial planning questions/challenges, and how you heard about us.

Thanks!
~Holly






     

    Affiliations

    Alta Via Financial Planning, LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption Photography: Stephenmatera.com

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