Spreading Holiday Cheer: Giving Back to Our Clients
Nothing says holiday spirit like giving back! This season, we handed out pies to all our clients who were in town and mailed pies to those out of state, spreading a little extra cheer. Here’s a special moment with our client Stephanie, alongside Colette and Joann, celebrating the joy of giving and connecting with our […]
Career Day with TRIO Upward Bound at Westminster High School
Colette Snyder, CFP®, and Marisol Rodriguez-Guzman recently visited Westminster High School, the school Marisol graduated from, for Career Day hosted by TRIO Upward Bound. The event took place in the school library, where students gathered to explore different career paths and ask questions about their futures. Colette and Marisol shared insights about what it means […]
Hope House- Building Credit & Protecting It
Colette Snyder, CFP®, recently returned to Hope House to continue her Smart Money Moves for Teen Moms series—this time focusing on credit. The session, titled Building and Protecting Your Credit, offered simple, real-world guidance to help young moms understand how credit works, why it matters, and how to keep it safe. Colette broke down topics […]
Hope House – Empowering Teen Moms Through Smart Money Moves
Colette Snyder, CFP®, recently visited Hope House to present Smart Money Moves for Teen Moms—a practical, judgment-free session designed to help young mothers take charge of their finances. The workshop covered real-life strategies for budgeting, saving (even in small amounts), understanding credit, and planning ahead. Participants explored how to set achievable money goals, stretch every dollar, […]
Talking to High Schoolers About a Career in Financial Planning
Colette Snyder visited Mrs. Raini’s Math class at Alameda International High school to talk to students about her career. “I want them to know there are more careers out there beyond the typical Doctor or Lawyer jobs they hear about,” said Mrs Raini. Colette shared how she helps people ease their fears about money and […]
Tennyson Center for Children
At-Risk Kids Get Financial Education Lakewood Certified Financial Planner Jo-Ann Holst spoke to sixth graders at the Tennyson Center For Children about core financial skills. TCC is one of the Rocky Mountain region’s leading treatment centers for abused, neglected and at-risk youth. “The younger we learn positive financial habits, the more likely we are to […]