Citrine & Gold LLC

06/09/2026

One of my favorite parts of being a financial advisor is when clients call to let me know they've reached a financial milestone:

👶 We had the baby!
🏡 We got the house!
🎓️ I graduated! I paid off my student loans!
💻️ I launched my business!
⬆️ I got a bonus! I got a promotion!
💍 We got engaged! We got married!
😌 I retired.

It's easy to think of working with a financial advisor when things are going wrong, but some of the most important planning happens when things are going right.

If something big just happened in your life, that is exactly when you should schedule a consultation call. We love those calls just as much as the milestone ones. 🧡 💛

06/08/2026

Investing is not a financial plan. A financial plan is what tells you how to invest.

Most people start with the portfolio. They pick funds, open a brokerage account, maybe max out a 401k if they remember and they call that a plan.

Investing without a plan is just guessing with good intentions. It does not account for your timeline, your tax situation, your liquidity needs, your goals, or the life you are actually trying to build.

A real financial plan answers the questions that come before the investments. How much do you need? By when? What is the right account structure for your situation? What happens to your strategy when your income changes, or your family grows, or you sell a business?

The investments follow the plan. Not the other way around.

If you have been investing without a plan behind it, that is where we start.
Schedule a free consultation https://citrineandgold.com/schedule-a-consultation/

06/05/2026

“Inherently, money is not valuable. I don’t want a photo of Ben Franklin on a stack of some government-issued paper. I want choices. I want what money can buy me. For millions of American women, the dream of wealth is a dream of freedom, because it’s money that provides us with options when our government and society fail to.”

06/02/2026

Our C&G team has hit the ground running on our goals for 2026, and we couldn’t be more excited!

While we work on our next milestone, we ask that you think of us when you hear…
- new job
- salary increase
- old 401k
- marriage
- divorce
- small business planning
- life insurance
- “I don’t know where to start”

Anytime is a perfect time to plan for your future and we are hear to support that journey.

Consultation link in our bio!

06/01/2026

Come chill out and spend a summer afternoon with us! 😎🍦 Calling all clients, friends, family, acquaintances, colleagues, and strangers.

Citrine & Gold is hosting a free ice cream social at Anderson Park in Wheat Ridge on Friday, June 20 from 2 to 5 PM.

We will be scooping Magill's ice cream and spending the afternoon in one of Wheat Ridge's best parks - 28 acres along Clear Creek with plenty of space to spread out, play, and enjoy the day.

Clients, friends, family, and anyone curious about our team is welcome. This is not a sales event. It is just a good afternoon outside with good people. 😎🍦 Kids welcome!

https://www.eventbrite.com/e/ice-cream-social-with-citrine-gold-tickets-1989961785268

05/29/2026

Comfort zones are expensive. The longer you stay in one, the more it costs you.

I (Brynna) will be the first to tell you that being in front of a camera is not exactly where I feel confident. I'm going to keep showing up anyway, because the people who need to find Citrine & Gold deserve to see the humans behind the firm.

Stretching our comfort zone is rarely graceful at first. It feels awkward and overexposed and maybe even a little unpleasant. But something shifts when you decide the discomfort is worth it.

We talk about this with clients all the time. Getting started is almost always the hardest part. And it is almost always worth it.

At Citrine & Gold, we are building a firm that both meets you where you are and encourages you to grow.

05/27/2026

The best investments are the ones that fit into YOUR financial plan.

Not the ones trending on social media. Not the hot stock someone mentioned at dinner. Not the strategy that worked for someone in a completely different tax bracket, life stage, and financial situation than yours.

Generic advice is built for no one in particular. That is the problem with it.

05/26/2026

Working with a fiduciary advisor does not just organize your finances.
It enhances your ability to make confident decisions.

When your financial picture is coordinated from your investments, taxes, estate, insurance, and goals all in one place - you stop second guessing. You stop wondering if you are leaving money on the table, making the wrong call, or missing something important. You start making decisions from a place of clarity instead of a place of anxiety or empty hope.

That is what a real financial plan does. Not just for your portfolio but also for the way you move through every financial decision in your life.

At Citrine & Gold, we are a fiduciary, fee-based firm. That means we are legally required to act in your interest and our compensation is not commission-driven. What we recommend is based entirely on your situation, your goals, and your life.

If you are ready to make financial decisions with that kind of clarity and confidence behind you, we would love to connect. Link in bio.

05/21/2026

We are growing intentionally and we are looking for the right referral partners to grow with.

If you are a CPA or estate attorney who works with clients navigating complex financial lives - like significant wealth, major life transitions, business ownership, or the unique planning needs of the LGBTQ+ community - we want to connect.

Citrine & Gold is a fiduciary, fee-based RIA in Colorado and serving clients nation-wide. We do comprehensive financial planning, financial advising, and asset management. We are not transactional, we are not commission-driven, and we take the referral relationship seriously.

When you send someone to us, we treat them the way you would want to be treated yourself.

We are looking for partners who feel the same way about the clients they serve.

Is this you? Let us know in the comments. Know someone who fits the bill? Tag them below.

05/19/2026

LGBTQ+ couples over 50 are navigating a financial landscape unlike any other generation.
Many built their financial lives during decades when their relationships had no legal recognition. Estate plans predate marriage equality. Social Security strategies were designed for straight married couples. Retirement savings reflect years of wage discrimination and lost spousal benefits.

The legal rights are there now. But the financial structures need to catch up.

Our article covers what financial planning actually looks like for LGBTQ+ couples in or approaching midlife, including retirement and Social Security strategy, estate plan updates, gray divorce, long-term care, and values-aligned investing.

If this is your season of life, or someone you love is navigating it, read the full guide:

Financial planning for LGBTQ couples over 50 involves gray divorce, retirement rebuilding, and estate planning. Here is what to prioritize.