Dana Cfp's Contact Details

Dana Cfp's Company Details

Alta Vista Planning Partners

Orillia, ON, CA • 5 - 9 Employees
Financial Services

Imagine reaching a point where your business and personal affairs are organized and in sync with your wishes and priorities. How good would that feel! To get there requires that you be able focus on the forest and the trees.Perspective and purpose connect to goals that can be achieved!We believe that goals are most often achieved when deeply rooted in purpose ...At Alta Vista we do our best work with small business owners and individuals who place a high value in a trusted advisor to help analyze and gain perspective on their current situation. Once perspective is clarified, it becomes easier to connect with a motivating purpose for action. Our aim is to see our clients realize their dreams. Our vision is to help them get there on purpose. It is the, 'so that' questions that define the outcomes of planning with purpose. At Alta Vista we care deeply about seeing our clients reach their goals.Take action and stay on course with people who care!