My experience with irina was absolutely wonderful she made everything clear and I can see a path to a bigger and brighter future. I would highly recommend her to anyone.
Financial Planning and Wealth Management
- 55 hires
- Based in Denver, CO
- 10 years in business
- 4 employees
- Background checked
About Financial Planning and Wealth Management
OUR MISSION: Our mission is to serve our clients with extreme care and intentionality by not only being exceptionally educated as a financial advisory team, but also capable of asking the right questions, understanding your relationship with money, and empowering the right actions financially, professionally, personally and emotionally. Our mission is to help our clients lead their best lives by taking empowered and thoughtful action. OUR CORE VALUES: - Professional and Personal Growth - Personal Responsibility - Integrity - Mutual Respect - Giving Back OUR PLANNING PHILOSOPHY: - Financial planning is collaborative process, not an isolated event. - Earning your trust and building a lasting relationship is the foundation of our planning process. - Clients are best served by guidance based solely on their best interest. - Each client deserves a plan that integrated all the facets of their financial picture. - Solutions to complex issues should be simple, actionable and designed with the end in mind. OUR PLANNING PROCESS: 1. Clarify your Vision, Values and Goals. Collaboratively, we will discover clarity around what and who are most important to you. 2. Design creative solutions. Using our knowledge, experience, tools and resources, we will architect a financial plan that aligns with your vision. 3. Implement your strategic plan. Our team will help you drive progress and results in all areas of your financial life. 4. Review, Refine and Update your plan. Now that you are living with confidence and clarity, we will partner with you tp update and improve your plan each year. Our Role is to ensure that you have the freedom to focus on leading your best life TODAY and TOMORROW. AREAS OF EXPERTISE: • Financial Planning: When you plan with us, you will have an experienced advisor building a personalized financial plan addressing different aspects of financial planning. • Investment Solutions: Our long-term approach to investing and wide range of options can help meet your unique financial needs – giving you the edge you and your family need to enjoy your wealth today, and generations to come. • Wealth Management: Personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals, and align your comfort with market risks along the way. • Life insurance planning: While providing the protection you need, our solutions play a key part in your financial plan, giving more financial flexibility throughout your life. • Disability Income Planning: Help protect your earning power and keep your goals on track if any unexpected injury or illness prevents you from working • Long-term care Planning: Having a long-term care plan will give you (or a loved one) choice and control over where and how to receive care should it be needed • Business Succession Planning: Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back • Charitable Giving: More than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies. • Our niche expertise is deciphering the world of RSUs/ESPP/NQSOs/ISOs, navigating IPOs and "liquidity events", and efficiently addressing planning between time at the office and life at home.
Reviews
They really helped me understand how to manage my money and build wealth.
My wife and I started working with Irina late last year. Within a couple of meetings she has educated us, provided us with a budget and has provided opportunities to grow our financial position. On top of that, Irina is a really wonderful person.
Irina is very helpful and guides you through the process. She spends the time needed to help you feel like you have all the knowledge needed to make a good decision.
Irina is exceptional. Treats you like a human being and understands that everyone has to start somewhere. Put everything in layman’s terms so it was easy to take in her plan of attack.
Irina does a fantastic job of integrating personal finance, personal goals, and realistic market expectations. Specifically, I found her knowledge of private company stock (i.e. ISO's, RSU's) to be very deep. Would highly recommend Irina!
I really enjoyed my initial phone call with Irina. She took her time to hear my current situation and where I desire to go. She was also very informative. I truly enjoyed our conversation and look forward to working with her.
Irina truly exceeded my expectations. She was incredibly responsive to messages, was able to understand my financial question, and rapidly gave me a complete, coherent answer. I would absolutely reach out to this professional again for related financial planning services.
Irina responded quickly, answered all of my questions and is a delightful to work with
Working with Irina was great! She is knowledgable and empathetic and gives great advice.
Services
Financial Planning and Wealth Management★ 4.8
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