Financial planning for families building wealth
The earlier you have a plan, the more choices you have later. Stay ahead of the curve instead of reacting to it.
Book a free 20-minute call Call 303-242-6326What I help families with
- A cash flow and savings plan that fits how you actually live
- Deciding which accounts to fund first: workplace 401(k), Roth or traditional IRA, HSA, 529 or brokerage
- Investing with a clear purpose for each goal
- Saving for college and big goals like a home
- Using Roth and pre-tax accounts in a tax-smart way
- Making sure insurance and estate basics protect your family
Who this is for
- Dual-income households and growing families in the Denver metro
- Families earning well who want a plan before life gets more complicated
- Anyone who wants to stay ahead financially instead of catching up later
Common questions
We're earning well but don't have a plan. Where do we start?
Start with where your money goes each month and what you want it to do. From there you can decide how much to save, which accounts to use first, and how to invest for each goal.
Should we save for college or retirement first?
Many families prioritize retirement because loans exist for college but not for retirement. The right balance depends on your income, ages, and goals, so it is worth modeling both together.
Roth or traditional 401(k)?
It depends mostly on whether your tax rate is likely to be higher now or in retirement. Many families use a mix of both to keep flexibility later.
Book a free 20-minute call
No cost and no obligation. We'll see whether working together makes sense.
Schedule your free call- Phone
- 303-242-6326
- [email protected]
- Office
- 8101 E Prentice Ave Ste 775
Greenwood Village, CO 80111