Rose Zealand, CFP^®

Our clients are individuals in Colorado in their 40s and 50s facing a life-limiting or potentially life-limiting diagnosis who seek support with the financial, logistical, emotional, and existential challenges that come with dying too soon. If that describes you (or a loved one), we help you find your calm amid turmoil and crushing uncertainty. That might involve stabilizing your finances, leveraging the financial and social resources available to you, naming your values, communicating with loved ones, preparing your legacy, setting your survivors up for success, or simply deciding how to live this chapter on your own terms. We help you integrate life, living, death, and dying by engaging in conversations — our Money, Meaning, and Mortality sessions — where we explore living purposefully, intentionally preparing for death or the possibility of it, and processing the emotions and experiences that arise along the way, all while making grounded financial decisions.

Budget & Debt Management, Charitable & Planned Giving, Estate Planning, Insurance, Medical & Health Issues, Nontraditional Households