Lighthouse

"Twenty years from now you will be more disappointed by the things
that you didn’t do than by the ones you did do. So throw off the bowlines.
Sail away from the safe harbour. Catch the trade winds in your sails.

Explore. Dream. Discover.”

–Mark Twain

Life is a dream

"I want to make smart financial decisions,

but I honestly have no idea what that means."

Life is a Dream
“If you deliberately plan on being less than you are capable of being,
then I warn you that you’ll be unhappy for the rest of your life.”

Abraham Maslow (1908-1970)

Life is a Dream

"The only way to do great work is to love what you do.
If you haven’t found it yet, keep looking. Don’t settle.”

–Steve Jobs

Beach Chairs

LIFE IS A DREAM

Let us help you realize it.

Life is a dream.

Let us help you realize it.

Whether it’s finishing your degree, traveling the world, or retiring early, don’t put your dreams on hold. Transform possibility into reality with the help of an experienced Certified Financial PlannerTM professional and coach.

Want to compose an integrated financial plan to achieve your best life – at your highest level?  Imagine your insurance, investment, retirement, college, tax and estate planning working in true harmony to reach your personal goals. Choosing to work with a financial planner and coach to design your best life is one of the most important decisions you can make, one where you will find clarity, direction, and meaning.

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Maslow's Hierarchy
1

“Survival Money” ..Money that I have to make ends meet

2

“Safety Money”…Money that I must have to meet life’s unexpected turns

3

“Freedom Money”…Money to do all the things that bring enjoyment and fulfillment to my life

4

“Gift Money” Money for the people and cause that I care about

5

“Dream Money” Money for the things I have always dreamed of having and doing

From which level(s) do you live? Is it time to move to a higher level and design your best life?

Providing financial planning services in colorado springs, denver and nationally.