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TOPIC OF THE MONTH | FINANCIAL FREEDOM
Whether dreaming of retiring to a beach or being able to order an appetizer and dessert with dinner, financial freedom means something different to everyone. In October, we will be defining what financial freedom means to us and identifying the different opportunities that make it achievable sooner rather than later.
Snacks and drinks will be provided
DANIELLE HOWARD
Danielle Howard is a Certified Financial Planner®, author, speaker and personal finance thought leader. Her 27 years of client engagement and financial world experience has led her to become a catalyst for change around the financial tools, techniques and temperaments that construct a person’s financial life. Understanding the integrations and implications of a whole-life perspective on money mindsets and financial decisions, she guides people on the progressive journey of financial wellness.
Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money, breaking down the taboo topics of the past to engage, educate, encourage her audiences.
Danielle is the principal (or owner) at Wealth By Design in beautiful Basalt, Colorado, were she and her team walk along side their clients in “optimizing financial possibilities, unfolding life potential”.
KATIE ERICKSON
Katie Erickson is a dedicated mortgage lender with a deep commitment to helping individuals achieve their financial goals. With a unique approach that blends her expertise as a mortgage lender with a personal touch, Katie often finds herself serving as both a financial advisor and a confidante to her clients.
Recognizing the significant impact of financial mindset on overall well-being, Katie is passionate about guiding people toward a secure and prosperous financial future. As a mother who embraces the Colorado lifestyle, she understands the challenges of living in rural mountain towns and is devoted to helping her clients build the financial resilience needed to thrive in these communities.
Katie’s mission is to empower individuals by uncovering their financial strengths, ensuring they can enjoy the full benefits of the Colorado lifestyle while navigating the complexities of the local cost of living.
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