PLAN FOR IT
For over a decade I have managed my advice-based practice, providing life financial planning and investment information to individuals and families to help create peace of mind around financial affairs. My passion is sharing knowledge and guidance to help people become financially confident and see their future more clearly. I become a trusted resource and integral part of client’s financial lives.
I abide by the same core values as my broker dealer, Cambridge Investment Research
Integrity, Commitment, Flexibility and Kindness.
On March 9th, 2009, the day that the stock market reached a historic low point, and my oldest daughter turned three, I chose to become self-employed and purchased my father’s practice. We worked together for two years during the transition and in 2011 I assumed sole responsibility for the well-being of my clients. I studied economics at Colorado College and spent five years as a Bank Officer with Wells Fargo Bank before joining AT&T® and eventually Healthgrades®.
My interest in global sustainability led me to Paraguay for two and half years of development work with the Peace Corps during the mid-1990s. My husband, John, is the Principal of East High School in Denver Public Schools. We have two teenage daughters who we enjoy traveling, skiing, cooking or just plain “hanging out” with.
WHAT WE DO
Engage. Educate. Collaborate. Empower.
As your life financial coach, I will help you build your 360 LifeMap to create a vision for your life and develop a plan. We will evaluate your existing situation by gathering and analyzing information you choose to share, developing a recommended strategy, implementing the agreed upon plan with you, and modifying it accordingly as you move through the various stages of your life.
Together we will work to turn your life goals into financial goals and strive to keep your goals on track. The process will ensure your financial drawers are organized and your loved ones cared for.
We offer access to sophisticated wealth management solutions for clients by identifying and providing access to best-in-class managers and innovative investment strategies, actively working to understand our clients’ unique needs.
INSURANCE AND ESTATE ANALYSIS
Our estate planning, risk protection, and wealth transfer strategies help protect and preserve wealth for clients during their lifetime and for generations to come.
No matter what “retirement” looks like to you, we can help establish a new retirement account for you or your small business. I can also provide guidance on existing accounts, including your group retirement plan.
WHO WE HELP
"People don't care how much you know, until they know how much you care" - Teddy Roosevelt
I serve as a financial coach in all financial aspects of your life so you can spend time enjoying your life's adventures! Each client gets a personalized experience because your situation is unique.
I enjoy working with multiple generations of families to handle wealth transfer/legacy planning, as well as women who are in charge of their own or their family's financial life.