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.

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.

Let’s talk! Contact me for a quick, free, friendly chat!