We are an advice-based planning firm. We believe the size of a portfolio shouldn't stop anyone from having a well established plan. See how our process can help you.
Retirement Planning is what we do best! Whether you're a few years from retiring, transitioning into retirement, or already retired, we'll guide you through the process of enjoying life's next chapter.
*We are fee-based financial planners. We offer flexible options for financial planning and investment management. We believe our policy allows us to serve any prospective client in need of trustworthy financial advice.
Our team of fiduciary advisors believe in a holistic approach toward wealth planning. We are unified in our belief that approachable, dedicated, and resourceful service matters most. We recognize the uniqueness of each individual and his or her needs, because we too are unique in our approach and our presence. Everyone is in Pursuit of a dream.
As independent advisors affiliated with Kestra Financial, we are a team of enthusiastic women who put our clients needs first. We enjoy what we do and believe in our process for creating a complete plan tailored to each clients fundamental needs, desires, and wishes. Our office space has been created with purpose to provide an atmosphere where we feel at home. As such, we can provide our clients and prospects with the same warmth and hospitality they would be treated with when visiting an old friend. We believe this all results in approachable advise without the stigmas associated with the financial service offices of the past.
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To give real service you must add something which cannot be bought or measured with money,
and that is sincerity and integrity. -Douglas Adams
1. “Do I have enough money to retire?”
Problem: People don’t know if their savings will last.
Solution: We build a retirement income plan that shows where your money will come from, how long it can last, and what lifestyle it can support.
2. “When should I start Social Security?”
Problem: Confusion about when to start taking benefits.
Solution: We run the numbers for different ages and help you pick the option that gives you the best long-term outcome.
3. “Am I investing the right way?”
Problem: Too much risk or not enough growth.
Solution: We check how your money is invested, explain it in plain terms, and adjust it so it fits your goals and comfort level.
4. “What happens if the market crashes?”
Problem: Fear of losing money when markets go down.
Solution: We create a plan that balances growth and safety, so you don’t have to worry about short-term swings.
5. “How much will healthcare cost in retirement?”
Problem: Health costs are unknown and scary.
Solution: We estimate future costs, explain Medicare, and look at insurance or other ways to protect you.
6. “Will I be a burden on my kids if something happens to me?”
Problem: Worry about long-term care or needing help later in life.
Solution: We review your insurance and care options so your plan is ready before you need it.
7. “What happens to my money if I pass away?”
Problem: Estate planning feels overwhelming.
Solution: We make sure you have a will, updated beneficiaries, and a plan so your money goes where you want with less stress for your family.
8. “Can I afford to help my kids/grandkids and still retire?”
Problem: Balancing family support with personal goals.
Solution: We run side-by-side scenarios so you can give with confidence without hurting your future.
9. “What if something unexpected happens?”
Problem: Fear of job loss, illness, or big expenses.
Solution: We build “what-if” plans that show how you’d get through tough times without derailing your retirement.
10. “How do I know I’m on track?”
Problem: People want reassurance and clarity.
Solution: We give you a clear financial roadmap and review it with you regularly so you always know where you stand.
Do any of these questions resonate with you and your family? Call us today!
Curious about LTC costs? Click the link below to explore the cost of care in your area!
Whether you are a client, a trusted partner, or an employee of Pursuit we consider you to be a member of our community. We recognize the innate power of pulling together like-minded individuals for the purpose of making a difference. Whether here in our own backyard of Colorado, or across the nation, we can combine resources to effect change and/or support a cause.
We invite all those whom we do business with to participate, when desired, in our planned events. We celebrate our new members here as well as congratulate those who have reached a desired goal or had a momentous event occur in their lives.
Want to join our community? Schedule a free introductory meeting for prospective clients.
Schedule Now!
We extend a warm welcome to the following most recent members of our community:
Scott & Susan
Lane & Elaina
Don & Virginia
Susan & Mark
Jim
Jessica & Connie
Tambi & Peter
Ryan & Jaelyn
Matt
Maegan
Jenn is a proud member of the Colorado Chapter of the Financial Planning Association
We enjoy supporting our
local community:
• Grapevine (local giving circle)
• Safehouse of Denver
• Pro Bono One-On-One Financial Guidance
• Colorado Village Collaborative
• Integrated Family Services
• Saint Andrews Church Projects
• National Mill Dog Rescue
• Kansas University Williams Foundation
• K-9 for Warriors
• Denver Safe House
• Economic Literacy Colorado
Looking for a certified National Social Security Advisor?
We would like to acknowledge the following individuals on their major accomplishments:
Congratulations:
• Doug & Theresa on their new home
• Mick on his new job
• Ryan & Jaelyn on their baby boy
• George & Ellen on their grandbaby
• Ed and Jeri on their new home
• Therese on her new business
• Jim on your new job
Celebrating Retirement:
• Mike
• Sue
• Michael
• Ellen
• Ann Marie
• Bob B
• Deb
It's Gotta Be A CFP! Find us today
(80120 Zip code):
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Connect with us online!
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Office Closures | |
| New Years Day | Jan. 1, 2026 |
| Martin Luther King, Jr. Day | Jan. 19, 2026 |
| President's Day | Feb. 16, 2026 |
| Good Friday | April 3, 2026 |
| Memorial Day | May 25, 2026 |
| Juneteenth National Independence Day | June 19, 2026 |
| Independence Day | July 3, 2026 |
| Labor Day | Sept. 7, 2026 |
| Thanksgiving | Nov. 26, 2026 & Nov. 27, 2026 |
| Christmas | Dec. 24, 2026 & Dec. 25, 2026 |
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