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