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Getting Started

1. Introductory Meeting
Your initial meeting is designed to provide you with a clear understanding of Altenburg Asset Advisors, LLC, how we work for you, and how we may be of service to you.  Most importantly, this meeting is designed to explore your present financial situation, and clarify your concerns and what you hope to accomplish through a relationship with our firm.  During this meeting we encourage you to ask any and all questions about our firm, our team, our affiliations, our experience and our philosophy.

2. Determine the Terms of Engagement and Initiate Data Collection
When you make the decision to engage Altenburg Asset Advisor, LLC we will begin with an in-depth interview process that includes collecting as much information as possible about your financial life.  We want to fully understand you: your goals, concerns, and dreams.  We will ask you to complete one or more financial questionnaires regarding personal goals and risk tolerance.

Depending on what type of planning we are doing, you may also be asked to provide us with copies or downloads of all of your financial documents (i.e., tax returns, investment and banking statements, insurance policies, employee benefits statements, key business agreements and personal wills and/or trusts).

We will spend a great deal of time asking you key questions to ensure that we fully understand your circumstances, goals and priorities, before moving forward with the process.

3. Implementation of the Wealth Management Planning Process
Once the data has been collected and entered into our Wealth Management system we will be able to start to design and develop a comprehensive plan based on your personal date.

Because your journey is ever changing, this Wealth Management system will allow you to easily monitor, adjust, and even alter course as your life progresses.  All of your financial planning needs are organized on one comprehensive and secure website linking your investments, company benefits, liabilities, important documents, insurance, and even your frequent flyer miles.

This ongoing approach to advice, organization and financial planning allows us to work together to quickly analyze and make the necessary changes to your strategies as your needs change.