I am Addie McHale CFP®
I am a Denver CFP® whose motto is: leave things better than you found them. I’ve renovated 2 houses and a 1940’s commercial art deco building from down to the studs. (Interiors AND landscapes.) When I lived in Montana, I spent years on the planning board to protect our small historic town from cookie-cutter development. Last summer, I gave my friend’s beautiful (but dirty) white lab a bath. I pick up litter, I can’t help it. It’s my nature to improve things.
… and I love to help others!
I learned a lot of what I know from working on literally thousands of financial plans for people of all walks of life from every state in the country when I worked for a Fortune 100 company. Biggest lesson learned: It’s not how much you make, but truly what you make of it.
In addition to my corporate experience, I honed my skills with several small planning firms in Colorado, where I learned another big lesson: there is often an emotional underbelly to money matters that can sabotage the best intentions. I am my mother’s personal CFO and trusted advisor (does that count?), after she lost trust of all financial people because of her experience with an unscrupulous advisor. So I have a very strong motivation to bring trustworthiness and integrity to my industry, as well as crazy-good value and superior products and service.
respect full (res.pect.full) (adj) high and complete honor for the worth of a thing or person. Showing admiration for someone or something
I am a CERTIFIED FINANCIAL PLANNER™ professional, which means I went through a grueling education process and took the most difficult exam of my life (2 days, 50-60% pass rate), and regularly take continuing education courses to stay current. I’ve also prepared dozens of tax returns for clients, and am a licensed health and life insurance broker in the state of Colorado and Montana (and certified on the Connect for Health Colorado Marketplace). Since the rolling out of the Affordable Care Act, I’ve helped hundreds of clients obtain coverage.
I started Moneyfull not only because I have witnessed too many retirement disasters IN retirement – when it’s too late to do much about it, but also because those of us in our working years need guidance about building wealth and making smart decisions NOW.
Finally, I am very intrigued by what is called “interior finance” – how our beliefs and values impact how we view (and therefore what we do with) our money. This is why we will always weave things like old programming and your beliefs about money into our work together.
“Financial planning shouldn’t just be for the affluent to manage their wealth – but also for those of us who want to learn how to BUILD wealth!” – Addie McHale