Finding the Right Fit

I have experience helping a variety of clients and have advanced training in planning for high net worth and high-income individuals, investment management, corporate social responsibility and student loan repayment/forgiveness strategies.

People who tend to have the most successful relationships:

  • Are interested in or open to ESG / impact investing
  • Have the potential to save every year or have more than $750k in liquid assets
  • Will be transparent and open to new ideas

  • Do not intend to keep multiple investment managers for liquid, public market portfolios of <$1mm

  • Will be engaged in the process and will commit enough time to get the benefits of financial planning

  • Do not prioritize frugality over everything else

Pricing Schedule

Lafayette, CO

(303) 351-1434

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