Thank you for your interest in Alta Via Financial Planning! Please note that currently we do not provide one-time Financial Plans and only work with clients via Ongoing Services. We meet virtually, and sometimes in-person.

Please fill out the form below if you think our services might be a good fit for you and we'll be in touch soon. In the Message field, please include a bit of information about your household, such as names and ages, your most pressing financial planning questions/challenges, and how you heard about us. If you want to tug at our heart strings, please describe your passions, outdoor activities, dogs’ name(s), or a favorite vacation memory.

Thanks,
Holly

*NOTE* As of June 2026 we are putting a pause on new prospective client meetings and expect to begin scheduling again in mid to late Fall 2026 for January 2027 onboarding. Feel free to still reach out if you would like to express interest, and thank you for your understanding.