Mar 03 2025 38 mins
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Allie Beckmann, RFA® is the founder of Beckmann Financial, where mission-driven individuals and business owners are empowered to use money as a tool to turn their dreams into reality—one that reflects their values and vision for impact. As a comprehensive flat-fee financial planner, wealth manager, and behavioral coach, Allie partners with visionaries, creatives, and service-based entrepreneurs to bring order to their finances and guide them on an efficient path to financial security and wealth-building. Her approach is uniquely holistic and deeply human, blending strategic expertise with emotional intelligence to create lasting impact.
To learn more visit https://www.beckmannfinancial.com/
Download the FREE Meaningful Money Workbook:
https://www.beckmannfinancial.com/valuesdownload
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Advisory services are offered by Beckmann Financial, an Investment Advisor in the State of Colorado and other jurisdictions in which it may conduct business. (say and add to show notes)
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