are you just starting your first job post-grad and want to learn more about personal finance?
need to understand retirement savings plans and health benefit selection?
want to know the best, tried-and-true steps for long term wealth management without spending weeks doing research?
welcome to the financial launch. here, you will learn and understand all of the wealth management essentials you need to know so you can quickly and confidently set up your financial portfolio for long-term success.
learn to grow. and then get on with your life!
start here...
grow here...
plan here...
one-on-one
Want a more personalized education? Schedule time with me so I can walk you through the material and answer your questions in real time.
"Colleen knows her stuff! She's research-backed, so I know I'm getting the most up-to-date, accurate advice! She is also extremely approachable and WANTS to help you - you can tell she's passionate about it."
-Tate
"Colleen actually reads and understands all the benefit plans and has always helped me understand which plan makes the most sense for me. She has also helped me understand long term savings strategies which helped me feel more comfortable about my plans down the road."
-Ryan