I’m New

Learn more about us & start your financial planning journey

Inquiries

Employment, partnership opportunities, media inquiries

Serving clients throughout the country and the Colorado Springs area, we are an independent, fee-based, financial planning and investment management engineered to empower and improve the lives for current and future clients, staff, and their families.

At the end of the day, we all want to live lives full of meaning, abundance, adventure, and fulfillment. Money and wealth are really just a form of energy – a store of value we trade for those qualities. What we do goes beyond just investments or financial planning. We work side-by-side with our clients so that their wealth empowers and enhances all aspects of their lives. Over more than two decades, we have found that this means integrating your money with your real life, finding practical solutions when challenges and opportunities arise and giving money meaning and purpose which honors your life goals and values. To that end, we offer holistic, comprehensive personal financial planning and asset management solutions which serve to be an active expression of client intentions and focus towards a goal of fulfillment and self-actualization.

1
2
3
4
5
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.