We function as a fiduciary, always placing your best interests ahead of our own.

 

 

We favor fossil free investments:  

  • Clean Solar and Wind Energy
  • Clean Water Resources
  • Clean Technology
  • Low Carbon-footprint Businesses
  • Businesses that maximize environmental advantages and minimize environmental risks
  • Businesses that support energy efficiency and emissions reductions

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Research Source:  The Advisor relies upon https://www.morningstar.com/ for all definitions and classifications of each of the above-referenced types of securities.  To maintain 99%+ fossil fuel-free portfolios we rely on Morningstar’s definition of fossil fuel companies as follows:

“Fossil Fuel Involvement is the portfolio’s percentage exposure to fossil fuels averaged over the trailing 12 months.  Companies with fossil fuel involvement are defined as those deriving at least 5% of their revenue from the following activities:  Thermal coal extraction, thermal coal power generation, oil and gas production, and oil and gas power generation.  Companies deriving at least 50% of their revenue from oil and gas products and services are also included.”

Our Services

Fee-Only Financial Planning

We do not sell any products. Therefore, sales incentives never bias our recommendations. Our financial planning process includes the following:

  • Establishing and defining the client-planner relationship
  • Gathering client data including goals
  • Analyzing and evaluating the client’s current financial status
  • Developing and presenting recommendations and/or alternatives
  • Implementing the recommendations
  • Monitoring the recommendations

Fee-Only Account Management

We earn zero commissions. Our fee is based upon a percentage of the total value of all of your accounts.

  • Rollovers
  • IRA's
  • College Savings
  • Trust Accounts
  • Joint and Individual Accounts

Our Team

Lynn Colson

Office Manager

Previous experience: 18 years as an Accounting Specialist for a major advertising agency.

Washington,Oregon, Alaska

Denver