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Lending a Helping Hand to Successful Working Families in Colorado & Beyond

Successful working families have special financial needs and a busy schedule. Wherever you are located, our meetings can be held virtually, over telephone, at a sharedspace location or at a location of your preference. 

I am set up this way so I can meet you wherever you are, regardless if you live locally or across the country. This is about you - and I want to do whatever is most convenient for your busy lifestyle.