SET UP YOUR INTRO CALL WITH US

Connection Should Feel Easy

Whether you're ready to start planning or just have a few questions, we're here to make the first step feel simple, safe, and welcoming.

GET IN TOUCH

No shame. No jargon. Just a simple path forward:

  • Step 1: Connect – Click below to set up a no-pressure call to see if we’re a good match.

    • Before the call: 

      • Make sure the right people are in the room - don’t forget your partner!

      • Think about your goals and why now feels like the right time. 

      • It helps to know your cash balances, accounts, income, and expenses — but no documents are needed for the first call.

  • Step 2: Discover – We’ll explore your values, goals, and numbers — with compassion and clarity.

  • Step 3: Liberate – You get a customized roadmap that organizes, aligns, and optimizes your money for the life you actually want.

Contact Us Directly

Email: hello@getliberatedfinancial.com
Phone: 414-940-1260
Location: Denver, Colorado

What Our Clients Are Saying

  • "Working with Allie has been an absolute game-changer for me."

    She isn’t just a financial advisor—she’s like a financial therapist. From the very beginning, she made me feel completely supported, never judged or criticized. She takes the 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.

    – Brynne, 38, Therapist, Business Owner

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

FAQs

Can you work with clients anywhere in the US?

 Yes — we’re fully digital and based in Denver, CO.

Can you work with clients outside the US?

Yes, if you have a US social security number, US bank account, and don’t live in a FATF-restricted country.

Are you independent?

Yes. We’re 100% independent, woman-owned, and regulated by the Colorado Division of Securities.

Do you earn commissions?

Only on the rare insurance policy we write (life, disability, LTC) — and we donate half to charity.  Insurance commissions are always disclosed up front.

Is my information safe with you?

Yes. We run regular cybersecurity audits, carry insurance, and have continuity plans in place. View our privacy policy here.

Where are you located?

Denver, CO — but we work virtually with clients nationwide.