This is an interactive workshop designed to help you uncover the gap between where you are and where you want to be - in business and in life. We will work through a series of exercises ranging in scope from values to finance that will give you clarity on the most impactful place to start closing your gap. This session is not to be missed as our facilitator, Allie Beckmann, is known for creating effective and engaging experiences!
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.
*All content is for education and 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.