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The following client profiles are hypothetical examples, not based on any single individual or CCM client. They represent a composite drawn from our experience over more than 20 years working with multiple clients in similar situations.
We help individuals and couples think through the many facets of retirement and assist with important life planning decisions.
We help widows, widowers and divorcees make important financial and life decisions, often during difficult times.
We help executives and entrepreneurs plan for their financial futures and secure the well-being of their families.
We help clients align their investments with their values and deploy assets in ways that provide for measurable social and environmental impact.
We help heirs invest and protect their inheritances while also relieving them of the burden of day-to-day management.
Investment Advisory services offered through Colorado Capital Management.
A Registered Investment Advisor.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.