A DIFFERENT APPROACH TO HOLISTIC FINANCIAL PLANNING

Meet Your Financial Planner, Coach And Therapist — All Rolled Into One!

Because money isn’t just math — emotions drive behavior, and behavior drives results. We bring both sides of the equation together.

I'm Allie Beckmann, RFC®, Founder Of Liberated Financial And Financial Unicorn

FEE-BASED FINANCIAL PLANNER, BEHAVIORAL COACH, LIFELONG HUMAN

Here's what my clients say about me: I'm "like a financial therapist" who takes time to truly understand your unique situation, learning style, and needs, rather than just plugging numbers into a formula and handing you a generic plan.

I probably don't look like any financial advisor you've met before. I'm trauma-informed, neuro-spicy friendly, and I actually think financial conversations should feel supportive, not scary.

I create a space where you'll never feel judged or criticized, no matter what your financial situation looks like. Whether you're a "very non-financial person" or someone floundering after difficult life situations, we start where you are — not where you think you should be.

How I Got Here

My path to finance has been anything but ordinary — exploring the extremities and intersections of the arts, social justice, wellness, and trauma-informed care. Each step deepened my understanding of human behavior and shaped my mission: to bring humanity back into money and help more people use it as a tool for freedom.

  • First Career: Theatre Artist

    I haven’t always been a financial planner. In fact, finance is my third career. Before this, I spent over 15 years as a working theatre artist — acting, directing, teaching, making music, devising original works, and creating experiences that moved communities forward. 

    Second Career: Yoga and Meditation Teacher

    From there, I built a six-year career as a yoga and meditation teacher. I taught classes, trained teachers, co-ran a studio, and eventually launched a corporate and private wellness coaching business. That work gave me a front-row seat to the ways stress, self-worth, and emotional health shape our choices — lessons I carry directly into my financial planning today.

    At first glance, theatre, yoga, and finance don’t have much in common. But the truth is, every step was about the same thing: helping people connect more deeply to themselves, find their voice, and live with more freedom.

    Third Career: Holistic Financial Planner

    When I entered the financial world, I immediately saw how much room there was to do things differently.  Money is so often treated as cold and transactional, just numbers on a spreadsheet. But it's not. For most of us, it's deeply emotional. Money shapes our choices, our relationships, our sense of security, and even our ability to dream.  

    That’s why I bring emotional intelligence and trauma-informed care into every financial plan I build. Emotions drive behavior, and behavior drives results. The numbers matter, but so does how you feel when you sit across from me.

    My Dream For You

    My goal isn’t just to help you “grow wealth.” I want to help you align your money with your values so it becomes a reflection of what matters most. I want you to feel safe, empowered, and maybe even a little excited when you think about your finances (yes, it’s possible!)

    This work lets me blend my love of strategy with my passion for human connection and impact, and it gives me a front-row seat to watch people transform their lives. That’s the real magic.

    These days, I keep my creative side alive through various performance opportunities making music, creative community-building, and a daily yoga and meditation practice I’ve maintained since 2010. I love being outdoors in beautiful Colorado, cooking, spending quality time with friends, and hanging out with my dog, Bodhi.

    I’m so glad you’re here — and I can’t wait to meet you.

Experience & Credentials

Here’s a snapshot of the training, recognition, and professional experiences that shape my work today.  

I’m proud to be the founder and owner of an independent Registered Investment Advisory (RIA) firm — a rarity in this industry — which means I work solely in your best interest, free from sales quotas or product agendas.

    • RFC® Registered Financial Consultant) – Over 5 years of experience, with a commitment to ethical standards and educational excellence.

    • Series 63 & 65 Securities Registrations – Legally licensed and required to act in your best interest (fiduciary duty).

    • Life, Health, and Annuity Insurance License – Licensed to advise on a wide variety of insurance and protection strategies when appropriate.

    • Financial Planner, Maestro Associates

    • Agent & Registered Representative, Money Concepts

    • Agent & Registered Representative, New York Life

    • LinkedIn Learning Instructor (2024) – Created Inclusive Wealth Management: Best Practices, teaching advisors how to build inclusive practices for clients and staff.

    • Marquis Who’s Who in America Listee (2024) – Honored for entrepreneurial excellence and contributions to the financial field.

    • New York Life Rookie of the Year, Colorado (2021) – Top producer among first-year agents across the state.

    • New York Life Career Achievement Award (2021) – Recognized as “top of my class” for early success and long-term potential in financial services.

    • John L. Clark Award for Literary and Research Studies (2010) – Awarded for excellence in research, critical-thinking, and analytical writing during undergraduate studies.

    • Mental Health First Aid Certified 

    • Liberation Prison Yoga Trauma-Informed Yoga Certified

    • E-RYT 200 Yoga Teacher & YACEP Teacher Trainer 

    • Bachelor of Arts in Theatre Arts, Magna Cum Laude, Illinois Wesleyan University

A Fresh Feel To Finance

OUR MISSION

We provide holistic financial planning that puts humans first — using money as a tool to create freedom, clarity, and confidence in your life.

OUR VISION

To shift the balance of power and wealth in our society by democratizing financial literacy — so everyone has access to the knowledge and support they need to thrive.

OUR VALUES

  • Human-first approach → You’re not numbers on a spreadsheet, you’re a whole person, and we see you that way.

  • Empowerment → We give you choices, explain the trade-offs, and support you in making the decisions that feel right for you.

  • Values alignment → Your financial plan should always reflect and be driving toward what matters most in your life.

  • Holistic care → We address both the numbers and the emotions behind money decisions, because emotional intelligence helps shift behavior, and behavior drives results.

  • Evolution & growth → Your plan is a living, breathing guide that evolves as your life does.

  • Inclusivity → Everyone is welcome here, no matter your background or starting point.

  • Transparency → Clear, jargon-free communication and full honesty, always.

What Our Clients Are Saying

  • "Allie goes above and beyond in ways I never expected."

    When I told her I was a visual learner with extreme learning difficulties, she didn’t just accommodate—she embraced it. She literally came to my office, sat on the floor with me, and mapped everything out on a whiteboard, making sure I fully grasped the meanings, concepts, and real-world applications of everything we discussed.

    – Brynne, 38, Therapist, Business Owner 

  • "I’ve only been working with Allie for a few months and I already feel more optimistic about my financial future than ever!"

    She is incredibly caring, empathetic, and encouraging- especially for this millennial small business owner who assumed I’d never have disposable income let alone travel, give back, or retire. I can’t recommend her services enough!

    – Leah, 38, Seamstress & Gear Repairer, Business Owner

*Testimonials provided by Liberated Financial clients. No compensation was paid for testimonials.

Ready For A Fun Financial Planner?

Let's Have a Real Conversation

No judgment about where you are. No pressure about what you should be doing. Just honest conversation with someone who gets that your relationship with money is complicated, and that's exactly where we start.