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Copyright 2018-2020 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210


Your practice, built with PURPOSE.

Financial Advisors have the power to

Change Lives.

The Intentional Advisor EXPERIENCE will guide you as you build a

high-value, client-centric business and will ensure that you create a 

comprehensive, profitable practice that will make a

meaningful impact on your clients' lives.


The Intentional Advisor defined my process...

“Working with The Intentional Advisor has helped me to realize that I need to narrow the focus on who I am as an advisor and the clientele that I work with. No longer can I just help people that are asking for help. I need clients to opt into a clearly defined process that incorporates every area of their finances and values into a true comprehensive plan.”


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