Financial Advising
Personal Advising
- Evaluate the financial tools you are currently using and select the new systems to achieve your financial goals
- Calculate what it takes to be financially independent and learn how to save for retirement
- Develop a plan to address the steps of managing your money and establish a financial plan that makes sense
Business advising
- Create retirement plans, budgets, and projections
- Manage banking relationships to your advantage to get the ‘credit’ you deserve
- Restructure debt, improve cash flow, and control expenses
- Maximize the value of your business and establish a plan for succession, sale, or retirement
Money$ense
3455 Fordham Ct
Boulder, CO 80305
303-494-6700