About Aubrey Coleman, CFP®,
Hi I’m Aubrey Coleman, a financial coach with Fiscal Fitness Clubs of America. I know personally the experience of being disappointed by the financial industry being unable to meet my needs; of not being taken seriously because what I had to save didn’t meet the minimums. My disappointment didn’t hold me back, it made me determined to learn all I could about financial planning for myself and for you!
As a fee-only financial coach I get to work with you in uncovering money opportunities that will set you on the path to the life that you want. Fee-only meaning I’m not making commissions to recommend a company or product. If we determine you do need a financial tool to complete your goals, you are connected with a low cost provider. Whether your goals are to eat more pizza now or travel the world in a few years or change jobs to something you’re very passionate about, let’s figure it out.
My past 20 years of work and education have led me to this point. After college, work as an Americorps VISTA volunteer for a community development credit union introduced me to the number of initiatives to help underserved communities. It also helped me see how being financially fit served one’s community.
Since then, I worked in a small traditional advisory firm gaining experience in the advising industry. I got my insurance license, became a Series 7 registered representative, earned the CERTIFIED FINANCIAL PLANNER™ designation, and was a mortgage originator (NMLS 980030). Between my Americorps work and working in an office for middle to upper class clients I could see the diverse challenges Americans face.
When I came to a crossroads in my career, I found Fiscal Fitness Clubs and loved the analogies between being healthy physically, mentally and financially. I like that a lot of information is shared over time so it isn’t overwhelming. Club members are encouraged to go beyond just absorbing the information, and to take action to first understand and then improve their financial picture. It’s my job to be an enthusiastic guide to financial health!
When I’m not thinking about money, I love to sing with my a capella group, Choice City Singers and take my rapidly growing boys outside to enjoy beautiful Colorado. I look forward to helping you live your best life.
*|MC_PREVIEW_TEXT|* Don’t be a turkey! Take 2 hours and deal with your taxes while you still have time. This year is going to find some real winners and losers! During the month of November, you have an opportunity to choose how big a winner or loser you will be. If you wait until December, it’s […]