IMPACTfolio® - Denver, Colorado

Okay, here’s a comprehensive overview of IMPACTfolio®, crafted to be a helpful and informative resource for prospective clients:

Introduction to IMPACTfolio®

For individuals and families seeking expert guidance in navigating the complexities of financial planning and portfolio management, IMPACTfolio® stands as a reliable and dedicated resource. This women-owned firm, strategically located in Denver, Colorado, provides a personalized approach to wealth management, prioritizing client needs and fostering long-term financial security. They operate from their offices at Address: 44 Cook St #100, Denver, CO 80206, and can be reached by phone at Phone: 42183800. Their website, Website: impactfolio.co, offers a wealth of information and convenient scheduling options. Their specialties clearly center around Financial Planner services.

Core Services and Features

IMPACTfolio® distinguishes itself through a commitment to building strong, collaborative relationships with its clients. They don’t simply offer standardized solutions; instead, they take the time to deeply understand each client's unique circumstances, goals, and risk tolerance. Their services encompass a broad spectrum, including:

• Retirement Planning: Helping clients confidently transition into and navigate retirement, ensuring financial stability and peace of mind.
• Portfolio Management: Constructing and managing diversified investment portfolios designed to meet specific objectives.
• Estate Planning Coordination: Working alongside legal professionals to facilitate seamless estate planning.
• Financial Education: Providing clients with the knowledge and tools they need to make informed financial decisions.

Accessibility and Client Experience

IMPACTfolio® prioritizes accessibility and inclusivity. They offer both Online appointments and Onsite services to cater to client preferences. The facility is designed to be fully Wheelchair accessible, featuring an accessible entrance, parking lot, restroom, and seating arrangements. Furthermore, they are an LGBTQ+ friendly and Transgender safespace, demonstrating a commitment to welcoming and supporting all clients. Appointment required and Appointments recommended to ensure dedicated attention.

Client Feedback and Reputation

IMPACTfolio® has garnered significant positive feedback within the Denver community. They currently boast 13 reviews on Google My Business, with an impressive Average opinion: 5/5. This consistent high rating suggests a focus on client satisfaction, personalized service, and demonstrable expertise. The feedback often highlights the firm’s ability to simplify complex financial concepts and provide reassuring guidance during significant life transitions. It's clear that clients appreciate the trust and confidence they’ve developed with Julie and Scott, as well as the overall approach to financial well being.

Conclusion and Recommendation

Considering the firm’s dedication to client-centric service, comprehensive financial planning capabilities, and commitment to accessibility, IMPACTfolio® appears to be an excellent choice for individuals seeking a trustworthy and knowledgeable partner in their financial journey. To learn more about how they can tailor a customized plan to your needs, we strongly encourage you to visit their website at impactfolio.co and schedule a consultation.

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👍 Reviews of IMPACTfolio®

Pierre O.

5/5

I am a recently retired physician and cannot speak highly enough of Julie and Scott. They have helped my wife and I navigate smoothly through the increasingly complex process of retirement planning. We have been working with them for several years and have developed a great deal of confidence in their financial planning and portfolio management services.

Scott T.

5/5

We began working with Rebecca in 2014 to develop a financial plan as we neared retirement. Her insight into our finances and thoughtful investment strategies has been comforting.

IMPACTfolio’s strategy of investing in ESG funds was not the reason we followed Rebecca, but since we made the change in March 2021 we have achieved similar results to past investments in non-ESG funds while also feeling better about the governing principles of the companies we are invested in.

Susan O.

5/5

IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analysis and oversight, the firm prioritizes values investing hand in hand with profit-making. Rebecca Kennedy’s exceptional facilitation skills helped us through what can be a stressful process to develop a financial life plan that works. Highly recommended.

Lisa G.

5/5

Impactfolio has made it easy for us to plan for retirement with solid, down-to-earth advice. Rebecca is always quick to respond to questions and more than willing to meet to explain things and discuss options.

Charles

5/5

My wife and I contacted Rebecca Kennedy when we were thinking about our lives in retirement. We were nowhere near where we needed to be when we met for the first time, but after instituting the changes that Rebecca recommended over the next 2 years, we were able to become confident that we would never become a burden on our kids, even if we make it to our 9th decade. Rebecca took the time to listen to our needs-health, security, travel, and helping our kids-and her advice was reasoned, reasonable, and well worth our time and money.

Randy D.

5/5

Scott has been helpful, fair, and honest from day one. He's always happy to help with whatever I need and has never once made feel unimportant. I highly recommend him and Impactfolio as a whole!

Tess P.

5/5

So happy to entrust IMPACTfolio with my retirement plans. Scott is always super helpful and responsive with any questions, concerns, or advice. I couldn't recommend them more.

Carrie H.

5/5

I cannot recommend this team enough. They provide a very thorough, thoughtful, comprehensive and tailored approach to our unique situation. Their flat fee rate is transparent and makes sense to me, and delivers so much value. I am very confident we are on track to meet our financial and estate goals, thanks to IMPACTfolio.