Financial planning isn’t scary when you meet with the right advisor
August 22, 2016
Today, I had the pleasure of meeting Wendi Strom, financial planner from LOTUS Financial Partners. I originally contacted Wendi and her LOTUS partner Lucila Williams about using an article Wendi wrote for The Denver Post. I was seeking permission to use the article on this website. Not only did she grant me permission, she invited me to meet her in her Denver, CO office to discuss the site. Her enthusiasm and invaluable advice were much appreciated. It was exciting to meet someone so generous with her time, as well as passionate about helping others.
If you have thought about seeking the services of a financial planner who listens and takes the time to build a relationship with you, I would highly recommend the LOTUS Financial Partners. Wendi is patient, kind and compassionate, as well as very knowledgeable. She is easy to talk to and not about high pressure sales.
LOTUS can guide and support you in all of your important life decisions. They are certified financial planners as well as advisers on life and health insurance matters. They are dedicated to helping you “live life with purpose.”
While Wendi and Lucila work with both men and women, they are especially “champions for women’s financial well-being and investment literacy.” They can help you become “confident in (your) finances.”
So, meeting with a financial planner doesn’t have to be scary if you meet with someone you can trust. Call LOTUS Financial Partners at (303) 756-2062, or click on their link, to schedule a complimentary consultation and see if LOTUS Financial Partners is right for you.
By the way, the office is very easy to find (clear directions are on their website). They have free off-street parking, and it only takes one hour from Loveland to arrive at their office right off I-25 and Colorado Blvd.
FYI: According to the 2016 Retirement Confidence Report, “Forty-four percent of workers and 45 percent of retirees who participated in a retirement savings plan from a previous employer say they got advice on what to do with the money accumulated in that retirement savings plan. This advice on what to do with the accumulated money was obtained from various sources, with a professional advisor being the most common source (75 percent for workers and 90 percent for retirees), followed by the retirement plan provider (49 percent for workers and 54 percent for retirees) and another financial services company (45 percent for workers and 56 percent for retirees).”