How a Female CFP in Denver Can Help You to Secure Your Financial Future

Charlene Laney |

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Are you feeling lost in navigating your finances during a major life transition? You are not alone. Many individuals, especially those undergoing challenging circumstances like divorce, loss of a parent, or job loss find themselves in uncharted financial territories. These transitions can often trigger a storm of financial uncertainties that can be overwhelming.

At this juncture, financial planning emerges as a life raft. It's not just about balancing the books or maximizing your wealth. It's about establishing a roadmap to your financial goals and ensuring your financial security regardless of life’s twists and turns. At the heart of effective financial planning is a professional Certified Financial Planner (CFP).

The Certified Financial Planner: A Guiding Light

A CFP is a financial advisor who helps you create a comprehensive plan to meet your long-term financial goals. They are trained to provide expertise on a wide range of financial areas, from insurance to college savings to retirement plans.

Why a Female CFP in Denver?

Now, allow us to introduce another critical layer to your financial puzzle — a female CFP in Denver. Why do we highlight this specifically? Because female financial planners bring a unique perspective to financial planning. They are experts in identifying and addressing the unique challenges women face in financial planning. It could be the inheritance you're navigating, a divorce that suddenly changes your financial landscape, or planning for a stress-free retirement. With their empathetic approach, they could be just what you need to secure your financial future while dealing with life's trials.

Here is a quick snapshot of how a 'Female CFP Denver' can help you:

  • Provide emotional support and understanding in making financial decisions
  • Help navigate through major life changes or transitions
  • Address specific financial challenges faced by women
  • Offer personalized financial planning to cater to your unique situation

Benefits of a Female CFP Denver - female cfp denver infographic pillar-4-steps

Understanding the profound role a female CFP in Denver can play in safeguarding your financial future is the first stepping stone to taking control of your finances. The journey ahead is all about exploring this concept deeper and making an informed decision.

The Role of a Female CFP in Financial Planning

The Certified Financial Planner (CFP) is a financial professional who holds a significant role in shaping your financial future. But what does a CFP do? And what unique value does a female CFP bring to the table?

What Does a CFP Do?

A Certified Financial Planner (CFP) is more than just a financial advisor. They are your financial guide, your strategist, and your coach. A CFP works closely with you to understand your unique financial situation, your goals, and your risk tolerance. Then, they create a comprehensive financial plan tailored to your needs.

At NewMaker Financial, we believe that financial planning is not just about balancing the books or maximizing your wealth. It's about establishing a roadmap to your financial goals. Whether you are navigating the turbulent waters of divorce, grappling with the financial impacts of major life transitions, or planning for retirement, a CFP is your ally, guiding you through all financial stages of life.

Unique Challenges Women Face in Financial Planning

Women often face unique challenges in financial planning due to factors like longer life spans, wage gaps, and career interruptions for family care. These factors can translate into less savings, lower Social Security benefits, and a higher risk of outliving retirement funds. A female CFP in Denver understands these challenges intimately and is equipped to address them effectively.

Furthermore, women often approach financial decisions differently. They tend to be more conservative in their investment choices and place a higher value on long-term financial security. A female CFP can align with these preferences, providing a financial plan that prioritizes stability and risk management while still aiming for growth.

Navigating Complex Financial Situations with a CFP

The world of finance is complex and ever-changing. Navigating through it can be overwhelming, especially during life transitions like divorce or loss of a loved one. This is where the value of a CFP becomes crucial.

A CFP, like our own Charlene Laney, can act as a life transitions professional, providing a structured framework to navigate through the financial complexities associated with major life shifts. They offer valuable insights and tailored strategies that align with your unique circumstances and financial goals.

Whether you're dealing with the death of a loved one, going through a divorce, or adjusting to a job loss, a CFP ensures you're equipped with the right tools and knowledge to make informed financial decisions, alleviating stress and promoting financial stability.

In the face of life's inevitable changes, a female CFP emerges as a beacon of support and guidance, offering a deeply personal relationship that goes beyond transactional advice.

At NewMaker Financial, we understand the unique financial challenges and needs of women. We are committed to empowering our clients through sharing of resources and financial education. If you're looking for a partner to navigate your financial journey, consider the value of a female CFP in Denver.

The Journey to Becoming a CFP in Colorado

Embarking on a journey to become a Certified Financial Planner (CFP) is a rewarding endeavor that requires dedication, passion, and commitment. It's a path that begins with education, followed by rigorous exams, practical experience, and adherence to a strict code of ethics.

Overview of the Process to Become a CFP

The process to become a CFP is comprehensive. It starts with earning a bachelor's degree, followed by completing a CFP Board-approved education program covering the major areas of financial planning. The next step is passing the CFP Board’s exam, which tests your ability to apply your financial planning knowledge in an integrated format to financial planning situations.

Once you have passed the exam, you must then acquire 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. Finally, every CFP professional must agree to adhere to the high standards outlined in the CFP Board's Standards of Professional Conduct, which include duties of loyalty, prudence, and care towards clients.

Highlighting the Growth of Female CFPs in the Industry

In recent years, there has been a significant increase in the number of female CFPs in the industry. This has been a welcome development, as the unique perspectives and experiences of women can greatly enrich the financial planning profession. At NewMaker Financial, we are proud to have a female CFP, Charlene Laney, as part of our team. Charlene brings over a decade of financial planning experience and a commitment to empower her clients through resource sharing and financial education.

The Importance of Ethics in the CFP Certification

Ethics is a critical component of the CFP certification. All CFP professionals are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in the CFP Board's Code of Ethics. This commitment to ethical behavior serves to protect clients and the integrity of the financial planning profession. At NewMaker Financial, we take these ethical obligations seriously, ensuring that we always prioritize our clients' best interests.

Embarking on the journey to become a CFP, particularly a female CFP in Denver, can be a fulfilling path that allows for the opportunity to make a positive impact in people's lives by helping them navigate their financial futures. At NewMaker Financial, we believe in the power of financial education and the value of a trusted financial advisor to guide you through all stages of your financial journey.

Case Study: Successful Female CFPs in Denver

Financial planning can often seem daunting, especially when you're going through significant life changes. But you're not alone in this journey. Let's take a look at some successful female Certified Financial Planners (CFPs) in Denver who are making a difference.

Charlene Laney: Empowering Clients through Financial Education

Charlene Laney

Meet Charlene Laney, a CFP® at NewMaker Financial, who has dedicated her career to empowering her clients through financial education. Charlene's journey into finance began over a decade ago when she saw how a lack of financial knowledge negatively impacted those close to her. She recognized the need for approachable, reliable, and authentic advisors in the industry.

As a CFP®, Charlene acts as a thought partner, guiding her clients through all financial stages of life. She has seen firsthand how significant life changes can leave an individual feeling alone and out of control. Charlene has made it her mission to help people in such transitions to envision a brighter future that puts them back in control.

Hailing from Phoenix, Charlene moved to Denver in 2017 and has loved being a part of the community ever since. When not working, she enjoys teaching hot yoga, traveling, dancing, and reading.

Elizabeth Windisch: Helping Women Master Their Finances

Elizabeth Windisch is another notable female CFP in Denver who specializes in guiding women towards mastering their finances. While we don't have detailed research on Elizabeth, we know that professionals like her make a significant difference in people's lives. They understand the unique financial challenges women face and offer guidance tailored to their needs.

Stacey Frank: Focusing on Women's Wealth and Wellness

Stacey Frank is a CFP® whose focus lies in women's wealth and wellness. While our research doesn't provide specifics on Stacey, CFPs like her play an essential role in helping women navigate their financial journeys. They understand the emotional burden of financial decision-making and offer the necessary support to ease the process.

The work of these CFPs proves that financial planning doesn't have to be an overwhelming process. With the right guidance and resources, you can take charge of your financial future, no matter what life throws at you.

In the next section, we will explore how NewMaker Financial empowers women through financial planning. Stay tuned to learn about our unique approach and how it aligns with the needs of women.

How NewMaker Financial Empowers Women Through Financial Planning

Introduction to NewMaker Financial and Their Unique Selling Proposition

When it comes to financial planning, NewMaker Financial is your reliable partner. Our unique selling proposition lies in our personalized, holistic approach to wealth management. Our team of Certified Financial Planner® professionals provides comprehensive financial services, simplifying and enhancing our clients' lives.

But what really sets us apart is our commitment to our clients. We believe that financial planning is not just about managing finances, but about understanding dreams and building bridges towards achieving them. For women, navigating major life transitions like divorce, loss of a parent, or job loss, can be overwhelming. We offer a reassuring hand of guidance to help you regain control of your financial future.

How NewMaker Financial's Approach Aligns with the Needs of Women

We understand that women face unique financial challenges. Whether it's the gender wage gap, longer life expectancy, or the financial impact of life transitions, women's financial needs require a specialized approach. At NewMaker Financial, we tailor our financial strategies to align with your life goals and financial objectives.

Our team, led by Charlene Laney and Josh Dunlop, brings a wealth of experience and knowledge to the table. They understand the financial landscape in Denver and have the expertise to create strategies that cater to the unique needs of women. Our goal is to empower you, providing the knowledge and tools to make informed financial decisions.

The Benefits of Holistic Vision Planning and Investment Management for Women

Holistic vision planning and investment management is a crucial aspect of our approach at NewMaker Financial. Just like a great architect who visualizes the whole building before laying the first brick, we start by understanding your goals, dreams, and concerns.

We then develop a comprehensive financial plan that aligns with these objectives. This includes investment management and strategic wealth planning crafted according to your specific needs and circumstances. This approach ensures that your financial plan is not just about numbers, but about creating a secure and fulfilling future.

So, if you're a woman facing major life transitions, or you simply want to secure your financial future, NewMaker Financial is ready to be your partner. With our holistic vision planning and investment management, we can help you navigate through life's challenges and secure your financial future. As a woman, and especially as a woman in Denver, you don't have to face the financial journey alone. With our tailored approach and commitment to your success, NewMaker Financial is your key to wealth success.

Why You Should Consider Hiring a Female CFP in Denver

We all face a myriad of financial decisions throughout our lives. Some are straightforward, while others are complex and laden with emotion. Navigating through these decisions can be overwhelming, especially during life transitions. That's where a Certified Financial Planner (CFP) comes in handy. And if you're a woman, a female CFP in Denver could be your ideal partner on your financial journey. Let's delve into why.

The Benefits of Hiring a CFP for Financial Planning

A CFP is not just about balancing the books or maximizing your wealth. They are about establishing a roadmap to your financial goals. They guide you through all financial stages of life, helping you make informed decisions while avoiding costly mistakes. They take some of the chaos off your plate, allowing you to focus on other aspects of your life. With a CFP, you get a partner who understands the emotional side of money and helps you overcome common financial ailments .

The Added Value of a Female CFP for Women and Female-Headed Households

Female CFPs bring a unique perspective to financial planning. They understand the unique challenges women face, such as longer life spans and career interruptions due to caregiving responsibilities. They also recognize the emotional burden of financial decision-making, particularly during divorce or the loss of a loved one.

Take, for example, Charlene Laney, a female CFP at NewMaker Financial. She is committed to empowering her clients through financial education and resources. She helps them envision a brighter future, one that instills hope and puts them back in control. Her mission aligns perfectly with the needs of women and female-headed households, making her an ideal financial partner.

How to Choose the Right CFP for Your Financial Needs

When choosing a CFP, consider their qualifications, experience, and approach to financial planning. Look for someone who takes the time to understand your unique financial situation and goals. They should provide personalized advice and be proactive in keeping you informed.

A good CFP is not just a financial advisor. They are your partner in achieving financial security and success. So, take the time to find the right fit.

At NewMaker Financial, we are committed to helping you secure your financial future. With our team of qualified CFPs, we provide comprehensive financial planning services tailored to your needs. Whether you're going through a life transition or simply want to take control of your financial future, we are here to help.

So, if you're considering hiring a female CFP in Denver, we invite you to explore our services and see how we can empower you on your financial journey.


Taking control of your financial future is a powerful step towards independence and security. The world of finance can seem complex and intimidating, but with the guidance of a Certified Financial Planner (CFP), you can navigate this landscape with confidence and clarity. A CFP is not just a financial advisor, they are your partner in creating a robust financial plan that aligns with your life goals.

When it comes to understanding the unique financial challenges and opportunities women face, a female CFP in Denver can bring invaluable insight and expertise. Whether you're facing a life transition such as divorce or loss of a loved one, or you're simply seeking to secure your financial future, a female CFP can provide the compassionate, knowledgeable guidance you need.

At NewMaker Financial, we have experienced female CFPs like Charlene Laney who are dedicated to empowering you through financial education. Charlene has witnessed how even a little financial savvy can drastically change people’s lives for the better, and she is committed to helping her clients achieve this.

We believe in the power of financial education and the difference it can make in your life. We're here to partner with you through all financial stages of your life, providing approachable, reliable, and authentic advice.

It's time to take control of your financial future. Don't let the complexities of financial planning deter you. With the guidance of a female CFP in Denver, you can craft a financial strategy that is tailored to your unique needs and goals.

Financial planning isn't just about balancing the books or maximizing your wealth, it is about creating a roadmap to your financial goals. So, empower yourself today and take that first step towards financial independence with the help of a female CFP in Denver. Your future self will thank you.

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To learn more about our services and how we can help you navigate your financial journey, contact us or visit our education center for more resources.