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.”