Maggie Kirchhoff, CFP^®

MBA

True North Partners

14143 Denver West Parkway #450, United States
Golden, CO 80401

FINANCIAL ADVISOR'S WEBSITE

https://yourtruenorthpartners.com/

(303) 393-2643 CONNECT WITH Maggie

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$200,000

General

Maggie Kirchhoff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at True North Partners in Golden, CO and the surrounding communities.

Financial Advisor Overview

Business and Personal Finance specializes in designing comprehensive plans that incorporate risk management techniques, efficient tax strategies, and personalized investment approaches unique to your specific needs. We know that your financial life can seem complex and challenging. Our strength lies in creating an actionable plan that helps you achieve your distinctive vision, while keeping your values, beliefs, fears, and hopes for the future in focus.

About Maggie:

I have worked with individuals, people in business and families for many years. My approach has always been comprehensive, as I take into consideration my clients' entire financial condition including: taxes, insurance, estate planning, investments, retirement planning, and cash flow.

I operate under two guiding principles. First, develop a personal and high-quality service model for my clients. Second, be independent so a best-in-class solution may be offered free of obligations to specific companies, products, or services.

I am so fortunate to have the ability to have an impact on the lives of my clients. I strive to not only make a difference, but also to create lasting relationships where I am the trusted advisor for all of life's events. After several years in the business, I decided that in order to serve my clients with a more holistic approach, I needed to be a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® certification is the recognized standard of excellence for financial planning.

It is important to me that I am active in the community and help others. I am on the board of directors for the Daniels College of Business. I also hold a board position for The Girls on the Run of the Rockies. I am a member of the Financial Planning Association and a judge for InvestWrite.

I am privileged to have a career that I love. I am fully licensed and I hold the series, 6, 7, 63, and 65. I also hold life, health, disability, and long term care licenses and I am able to help anyone in the United States make good financial decisions.

I live in Golden and I enjoy running, soccer, skiing, gardening, and anything that gets me outside. I look forward to being a resource for you and I hope to make a difference in your life one day.

Financial Advisor Experience

I attended the University of Denver on a soccer scholarship and graduated with a BSBA in Marketing and a minor in Economics. I continued my academic career in the Accelerated MBA Program at The University of Colorado at Denver.

Prior to my career at Wisdom Wealth Strategies, I worked with a financial planning firm in Denver for 3 years. I believe in honest and purposeful planning and I want clients to know that they have a qualified financial coach in their corner.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - MBA

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Western Wealth Management, a registered investment advisor. Business & Personal Finance and Western Wealth Management are separate entities from LPL Financial.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances