Our approach
Advice with nothing to sell
We're paid only by our clients, never by fund companies or insurers, so our only job is to give you the best advice we can.
You'll always know what you pay and why, and you'll always talk to the same advisor.
- Legally bound to act in your best interest
- One flat fee, shown before you sign
- Meetings in person in Boulder or by video
Our team
The people you'll work with
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Catherine Alder, CFP®
Founding partner
Has helped Colorado families plan for retirement since 2003.
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Marcus Finch, CPA
Partner, tax
Former Big Four tax manager who prefers kitchen-table conversations.
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Jenna Ortiz
Client service lead
Keeps paperwork moving and questions answered.
Clients
What clients say
For the first time we know exactly when we can retire, and why.
Marcus found a tax strategy that paid for their fee three times over.
No sales pitch, ever. Just honest answers.