About | Mountain Wealth Planning

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The Path to Financial Freedom

Working with me, I will work to understand your goals, hurdles and experiences. Once we have gained clarity on your situation, a custom tailored financial plan will be produced where we will explore all potential course of actions and determine together what is best for you and we will work together to implement your plan's recommendations.

Mountain Wealth Planning was launched in 2020 for individuals seeking expert level financial planning services without the high investment minimums most wealth management firms require.

Working with me, you can expect high-caliber comprehensive services navigating the complexities of determining appropriate investment strategies while being as tax efficient as possible.

About Me

My husband & I have two kids and live in the Colorado Rocky Mountains.

You can often find our family enjoying the slopes, snowshoeing, biking or throwing snowballs for our dog, "Cookie", to chase.

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