Northern Colorado Financial Education Center
About
I focus on education and have a 5 part course we offer free to clients, agents, friends, and family. Being independant I have connections to over 100 top tier companies with no sales quotas to any of them, allowing us to best represent our clients to the right products and companies.
As a team we specialize in debt management, cash flow analysis, proper emergency funding, protection, asset accumulation, and wealth preservation.
I love the empowerment that taking control of your own finances gives people. Watching someone go from hopeless to hopeful or from good to great, it's exciting building relationships for the long haul and seeing their successes.
I still receive hand written letters from some of our first clients 11 years ago on how grateful they are to have had a coachlike adviser and not just another sales rep. I see why coaches love what they do, helping players when the games. That's what we do.
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
First meeting is getting to know each other and the concepts I use to solve financial hurdles. If we don't see eye to eye on that, then no need for more meetings and no cost is incurred. If we see eye to eye, then we go to data collection, I have to know the whole picture before I make any recommendations. We typically will meet 3-4 times + however many you'd like to have clarity on what's going on. This is Your plan with Your money, be very clear on what's expected.
What education and/or training do you have that relates to your work?
Associates in Accounting, Investment Advisor Law registration, Certified Financial Educator, Licensed in Life/Health/Long Term Care and a Series 6/63/65.