Why I established Integrity First Financial Planning: • To guide clients’ success in achieving financial and life goals • To deliver qualified advice for a cost-effective fee • To advance my clients’ best interest as a fiduciary • To provide peace of mind through education and compassionate counsel Who I am: • Built career based on integrity and professionalism • Committed to progressive values and guided by faith • Passion for helping people grow financial resources for the betterment of their lives and the greater good Qualifications: • CPA since 1985 and CFP® since 1998 • Worked for two Registered Investment Advisors – 9 years • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming • Successful track record growing portfolios for trusted family, friends, and colleagues What services Integrity First Financial Planning provides: • Financial planning – $175/hour (investment advice for accounts under $500K) • Investment management – .50% of assets for accounts over $500K Services are delivered with: • Integrity first and foremost • True independence and fee transparency (no commissions) • Simplicity and efficiency (paperless with no formal office) • Best in class research and tools • A sense of humor Safe and Secure: • Integrity First Financial Planning maintains no possession of client funds or securities • A Registered Investment Advisor (Colorado Division of Securities) • Clearing and custody services provided by Pershing (a division of The Bank of New York Mellon, world's largest custodian with over $30 trillion in assets) in association with: o Shareholders Service Group member Securities Investor Protection Corp (SIPC)