Start planning today for tomorrow.

Dream. Plan. Enjoy.

We take great pride in helping families, professionals, and business owners gain clarity on their full financial picture. Let us build you a financial plan to serve as a roadmap through your life’s journey. Alitis Wealth Planning provides unbiased comprehensive and modular financial plans, our planning process is a collaborative partnership with our clients. We will provide independent advice and strive to enhance the financial well-being of those who place their trust in us.

Comprehensive Financial Planning Services

We take a comprehensive approach to financial planning, offering a range of services that includes insurance, retirement, estate, cashflow, investment and tax planning with a friendly face. Our goal is to provide you with a holistic financial plan that helps you achieve your long-term financial objectives while minimizing risk and maximizing returns.

Financial advisor meeting with Shawn
Alitis team meeting

About Us

We are dedicated to helping our clients achieve their financial goals and secure their financial futures.

The Alitis Advantage

Our team is our strength. We are committed to providing the guidance, support, and expertise that our clients need to make smart financial decisions and build a secure future for themselves and their families.

Emily and Shawn in front of Alitis sign
Emily CIM CFP with client

Our Approach

We believe that your financial success is not just a destination but a journey. Our comprehensive approach to financial planning is designed to provide you with the guidance and support you need to navigate the complexities of your financial life and achieve your long-term goals. With a team of experienced professionals and a commitment to personalized service, we are your trusted partner on this journey.