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Through our process, Wealth with Purpose, we help clients crystallize their lifetime goals and ensure their strategies, plans, and professional advisor team are all aligned.

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Wealth with Purpose®

We provide comprehensive guidance addressing the following areas of wealth-planning:

Learn More on the Family CFO™ Approach

What does a Business Owner's  Family CFO do?
What is balance sheet planning?
What is a Family Wealth Blueprint?

Wealth With Purpose   involves five key stages:

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EVALUATE, DEFINE, & EDUCATE

1

DETERMINE SYNERGY & VALUE

  • Discuss goals and current asset positioning

  • Understand planning gaps and opportunities

  • Determine right fit relationship and flat-fee engagement

  • Comprehensively evaluate current financial position – business, tax, legal, financial, and insurance

  • Analyze cash flow

  • Define business, lifestyle, legacy, and family continuity goals

  • Provide personalized education on 
    strategies and options

2

3

COLLABORATE, DESIGN & COMMUNICATE

  • Collaborate with tax and legal advisors on strategy

  • Design a Family Wealth Blueprint™

  • Confirm and align strategies

IMPLEMENTATION & COORDINATION

  • Create action plan

  • Coordinate execution

  • Implement changes

4

5

REVIEW & TRACK

  • Build AltruVista Wealth Center – virtual family office

  • Establish ongoing management structure for Family Blueprint

  • Structured periodic review of strategy and effectiveness

EVALUATE, DEFINE, EDUCATE

AltruVista combines these steps into a truly comprehensive wealth-planning experience. For more information about our services, contact us today.

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AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

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AltruVista is credentialed by the Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for competent and ethical personal financial planning.

©2016 AltruVista LLC. All rights reserved.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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