Free Training - Impact & Income: Financial Strategies for Service-Driven Professionals

Joyful financial planning to cultivate an empowered and impactful future.

We bridge investment education gaps to help you align your money with your personal values.
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- INDEPENDENT - FEE-ONLY - FIDUCIARY -

Too many service-driven professionals 
don’t make enough money to get ahead.

Woman in a light blue sweater with brown hair sitting at a desk with a pen in her right hand writing in an open notebook and looking at her laptop on the desk. Clothes hanging on hangers behind her.

Do you struggle with:

  • Caring for others while ignoring your financial security?
  • Feeling burned out form demands at work?
  • Not having time to learn about investing?
  • Paying too much of your income in taxes?
  • Complicated student loan repayment programs?
  • Living paycheck to paycheck, despite being college-educated?
  • Balancing financial responsibilities with a passion for service?
  • A lack of understanding about money and investing?
  • Systemic barriers encountered in your progress?
  • Concern about retirement savings?

You deserve a simple plan to be abundantly compensated for your hard work while making an impact.

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Gain Financial Momentum

Pay off debt and increase savings with automated action steps 
for quick results and forward progress.
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Identify Income Sources

Discover passive ways to generate income based on your skills, values, and needs.
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Invest Intelligently

Strategically make smart investments while minimizing your tax burden.
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Optimize Tax Strategy

Minimize your tax burden while maximizing your impact.
WE WORK WITH : TEACHERS - DOCTORS - SOCIAL WORKERS - NURSES - IMPACT ENTREPRENEURS - PURPOSEFUL LEADERS - ACTIVE MILITARY - SCIENTISTS

We get it.
Wanting to make a difference in the world and not having the resources to do so is frustrating.

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You're here because you want more than just financial security; you want to make a real impact.
To do that, you know you need resources that empower you to make a difference. The problem is you're on the verge of burnout without a financial plan. This can leave you feeling helpless.

We believe service-driven professionals deserve to be compensated for their hard work, have access to multiple income streams, and work with advisors who truly “get you”. 

That’s why we’ve made it our mission to help professionals like you achieve financial security in a way that's aligned with your values and impact goals.

Here’s how we’re different from the rest:

Impact-Driven: More than just a women-owned firm, we prioritize impactful financial empowerment. From strategic tax planning and debt management to investment diversification and creating passive income, we're here to support your journey towards meaningful financial success.

Unbiased & Independent: Forget traditional advisory fees. We cut them out, along with product sales commissions, to keep our fiduciary-standard advice centered on what's best for you. Our strategies are tailored to reflect your values. We offer investment management at cost, meaning there are no additional advisor fees. Clients only pay the very low platform fees (0-0.12%).

Education-Focused: Financial jargon, simplified. With a foundation in education, we demystify complex financial concepts, making empowerment through understanding a key part of our approach.

 

You deserve to navigate your financial journey with advisors who share your commitment to making a difference. Let's redefine success together, blending financial stability with social impact.

Signature of
Danielle DaChar Hines, Maj, JD/LL.M and
Carlie Ransom, CFP® , AIF®
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8
Years Experience as a Licensed Investment Adviser Representative
CFP Logo
CFP® Professional
1500
Clients Served

THE EQUAL PATH WAY

Our Process:

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1.

Schedule a Financial Empowerment Call

We’ll talk through your current situation and dreams to see if we’re a good fit.

2.

Get a Clear Financial Plan

We’ll design a custom financial plan that sets your future on a clear and confident path.

3.

Make your Greatest Impact

Achieve financial security and make a meaningful impact in the world.

Check out our 5 Star Google and Facebook Reviews

Don’t let lack of resources keep you from making an impact.

Together, we'll plan your financial future so that you can achieve financial security and make a meaningful impact in the world.

FREE TRAINING

Impact & Income: Financial Strategies for Service-Driven Professionals

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Grab The Free Training and Get Started Today!

CONTACT US

GET IN TOUCH

ADDRESS

720 S Colorado Blvd Penthouse North
Denver, CO 80246

HOURS

Monday - Friday: 9am - 5pm
Saturday - Sunday: Closed

PHONE

253-254-8354
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