Whole Wealth Advisor
CurrentAs a Whole Wealth Advisor, I provide comprehensive advice to my clients. Being a whole wealth advisor means that in addition to traditional financial planning and investment management, everyone at our firm takes the whole person, and family, into account. When providing advice, we consider not just financial capital, but also social, spiritual, community, personal potential, and many other forms of capital and assets. My clients generally have some combination of these three key characteristics: Evolved Worldview. Each person is unique, and my clients tend to have a perspective that includes a spiritual practice, self-reflection and personal development, and an awareness of the world that includes a blend of economics, culture, philosophy, politics, metaphysics, an appreciation for the vastness of space, and our relative place in the universe. I am particularly well suited to understand these complex people and provide relevant and appropriate financial and investment strategies. Ask me about how we designed an investment approach for people who identify as post-capitalist. Business Ownership. Given my long tenure as a founder and community leader in Boulder’s entrepreneurial ecosystem, many clients own their own businesses, and some are serial entrepreneurs. I am particularly well suited to help business owners who want to exit their businesses, and step into the next phase of their careers and lives. Ask me about how to design your exit.Life Transitions. As someone who has re-invented himself multiple times, I am deeply valued by people who are going through big life transitions, whether divorce, career change, or inheritance; sometimes, all three at once. I am well suited to integrate financial planning with life transitions. Ask me how to invest in yourself, while maintaining financial reserves. If that's not a great fit for you, I'm sure one of my colleagues at Conscious Capital can pour their heart and mind into helping you.
