EXPERT WEALTH MANAGEMENT & TAX BOUTIQUE
*For select families
Make Work Optional.
Our purpose is to inspire and challenge our clients to live intentionally and be true to themselves by making work optional sooner.
We exist so our clients can worry less while having MORE time, money and a greater ability to give.
Our select families value their time. They want objectivity, deep technical expertise, collaborative creative planning, and intentional communication. Our office is in Denver, CO, but we work with clients throughout the United States.
FINANCIAL & TAX
We equip you with tools and knowledge to reach work optional.
WORK OPTIONAL & RETIREMENT
The American Society of Training and Development (ASTD) did a study on accountability. They found: You have a 65% chance of completing a goal if you commit to someone, and If you have a specific accountability appointment with that person, you will increase your chance of success by up to 95%.***
Is there anyone who holds you accountable for your financial goals?
***We cannot guarantee this, and your results may vary. Of course, we are hoping for the best, but need your help. https://www.afcpe.org/news-and-publications/the-standard/2018-3/the-power-of-accountability/