About My Practice
In addition to being a Certified Financial Planner, DeDe is a Certified Public Accountant (CPA). From the unique vantage point of this combined expertise, DeDe recognizes that how clients use their resources today determines their success, now and in the future.
By listening carefully to her clients' goals and values and evaluation how cash flows through their lives, she helps clients discover a path to those milestones.
The team at Innovative Financial gathers and analyses information within the context of competing goals. We summarize what each client household has in terms of income, how the income is spent, how much is saved and where it is saved. This comes together to build the foundation of a financial plan.
This process creates a comprehensive view and helps with planning of all types from a new arrival a first or second home purchase, managing an inheritance, starting a business, colleges expenses or retirement without worries.
Innovative Financial does not sell any products nor do we receive commissions from anyone. Our recommendations are unbiased -- bases on our years of experience and your personal situation and risk tolerance. We put your financial interests ahead of our own!
Please call Innovative Financial at (303) 275-7170 to learn how we might serve you in the pursuit of your dreams.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Considerations: Fees are disclosed prior to engagements and are fixed.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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