Client Resources

Account Portal

 

The Altruist account portal is designed to be your primary account portal. This will include your account balance, positions, performance, statements, etc.

 

Client Meeting Schedule

 

We’ll actively reach out to you throughout the year to ensure that you are on track to reach your financial goals.

 

Q1—Annual Meeting

At the beginning of every year, we meet to discuss your annual outlook, estimated cash flows, and goals so we can update your financial plan.

 

Q2-Q3—Accountability

This is an opportunity to keep everyone accountable for any deliverables and ensure all tasks are accomplished.

 

Q4—Tax Planning

We begin with strategy to help you save as much of what you’ve earned as possible. This includes tax-loss harvesting, retirement plan funding, deductions, etc.

 

 

Schedule a Check-In

Schedule Call

The
Wealth
Shift
Journal

Free Subscription

Learn how you can capitalize on the economy’s changing tides with a pragmatic approach to planning and investing. Get a free bi-weekly email with expert insights from Bull Oak’s wealth management team.