Alumni, CU Denver, Summa Cum Laude
Involved in Business Networking International, Greater Denver (BNI)
Colorado Rockies fan
Passionate about photography
Also licensed in massage therapy & skin care
Will video conference with clients to make it easier
With a background heavily weighted in music and in the beauty industry, Caitlin’s decision to build a career in the world of finance was not a decision made lightly. Having spent most of her life earning a paycheck by assisting people in purchasing material items, she was ready to make a dynamic shift in her customer service philosophy. Caitlin made the choice to come to Trilogy, where she spends her days helping people save for their futures.
At Trilogy, she partners with her clients in navigating the expansive and often winding road of finance. During Caitlin’s time at the University of Colorado Denver exploring the field of Music Business, she learned of the great financial burden that is often experienced by those involved in the music industry. As a Financial Advisor, she builds relationships with the individuals she works with and offers financial guidance to those who aspire toward a stronger tomorrow.
Caitlin’s background experience in salon leadership blends seamlessly into her work as a Financial Advisor. She loves that Trilogy’s business model allows her to coach her clients to success in their own lives through strong communication, developing clarity around personal and professional goals, and aligning the financial decisions they make with their ultimate priorities.
Trilogy’s team-based environment spoke to Caitlin from the moment she learned about the company; it has always been important for her to be able to collaborate with others. She believes that only by building relationships with others can you play to your best strengths and grow beyond your personal challenges. In her free time, Caitlin can be found hiking, camping, or spending time with friends. She also loves introducing new perspectives through both concert and landscape photography.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.