Why I established Integrity First Financial Planning:

• To guide clients’ success in achieving financial and life goals

• To deliver qualified advice for a cost-effective fee

• To advance my clients’ best interest as a fiduciary

• To provide peace of mind through education and compassionate counsel

Who I am:

• Built career based on integrity and professionalism

• Democrat committed to progressive values of social and economic justice and grounded by faith

• Passion for helping people grow financial resources for the betterment of their lives and the greater good

• Volunteer Wings for Widows - financial counseling for newly widowed men and women

Qualifications:

• CPA 1985, CFP® 1998, PFS 2022 (See Designations Page)

• Worked for two Registered Investment Advisors – 9 years

• Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming

• Successful track record growing portfolios for trusted family, friends, and colleagues

What services Integrity First Financial Planning provides and fees:

• Financial planning – $175/hour

• Investment management – $2,400 annual minimum, .50% assets to $1M, .30% over $1M

Services are delivered with:

• Integrity first and foremost

• True independence and fee transparency (no commissions)

• Simplicity and efficiency (paperless with no formal office)

• Best in class research and tools

• A sense of humor

Safe and Secure:

• Integrity First Financial Planning maintains no possession of client funds or securities

• Registered Investment Advisor (Colorado Division of Securities)

• Broker/Custodian: Altruist Financial LLC

  • member FINRA/SPIC (Securities Investor Protection Corp)

• Securities clearing and custody provided by: Apex Clearing Corporation