I work with individuals and couples of all ages from all over the country. Everyone, no matter how successful or wealthy, experiences money-related stress. The whole point of financial planning is to eliminate that stress so you can feel confident with the decisions you’re making. With a little bit of effort up front, you can put your finances on auto-pilot and enjoy the ride until your next big life event gives you reason to revisit your plan.

 Schedule your complementary financial planning meeting Click here or call 720 504 1000

Amy and her husband came to us in 2015 and wanted to get some help to get out of debt and restructure their finances. When they started with us, we had to help them cut back on their spending. They both had $80,000 cars with no savings to their name.

After we downsized their auto loans, we started working on their credit and interest rates until we were able to get their bills under control. We now have been able to start different savings funds for them and their children. In a short time, they also began to invest in one of our funds.

Elaine is a single mother of three children. When she came to us in early 2016, she did not any savings to speak of: no retirement, savings, emergency fund and no investments. She wanted to work toward changing the way she managed money to help her and her children get set up for the future.

In the short time she has been with us, Elaine has a growing emergency fund, and we have restructured her assets in a way so they work with her income and her future goals.

Stacy joined us over a year ago and was struggling to make ends meet because she shopped online all the time. She came to us not sure if we could help, but after our meeting, she had a positive outlook, knowing there was hope, but it would take lots of work.

We wanted to help Stacy as much as we could, and we are currently in year two to get her to where she should be at this point in life. In doing so, we took over all her bills, managed all her accounts, and sent her a weekly allowance. This allows her to continue to shop, but her expenditures were cut back by 75 percent.

Stacy joined us over a year ago and was struggling to make ends meet because she shopped online all the time. She came to us not sure if we could help, but after our meeting, she had a positive outlook, knowing there was hope, but it would take lots of work.

We wanted to help Stacy as much as we could, and we are currently in year two to get her to where she should be at this point in life. In doing so, we took over all her bills, managed all her accounts, and sent her a weekly allowance. This allows her to continue to shop, but her expenditures were cut back by 75 percent.

Schedule your complementary financial planning meeting Click here or call 720 504 1000