Citrine & Gold LLC

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Citrine & Gold LLC I want to create change by providing creative financial ideas to humans and impacting their money st We encourage out of the box thinking. Let’s talk one-on-one.

We stand for a world where people are supported, cheered for, and encouraged to become the best version of themselves. A world where people not only believe but truly know that they can live the life of their dreams through connection, authenticity, awareness of ourselves, and grit. Where self-motivation, collaboration, and driven leadership are at the center of change. This business exists to break down barriers, self-beliefs, and change the rules of the capitalism game to create wealth for those that have never seen it. We believe in abundance. There is enough for all of us, and all of us are enough. We thrive on creating authentic relationships with everyone. We value time and experts in their field. No one can do it all and it’s better to value our time by paying others to do what they are best at. We value human differences by allowing our team to work in whatever way is best for them and their skills. We know that life needs a balance of work and play in order to live our best lives. We believe that by treating people well, in business or personal life, you will see them at their best and receive their best in return. We foster a culture of creativity, growth, connection, and authenticity. If you are a female business owner, part of the LGBTQ+ community, or are an ally who enjoys changing your mindset around money, contact me!

How much time are you spending researching, monitoring, and second-guessing? How much complexity has crept into your por...
10/15/2026

How much time are you spending researching, monitoring, and second-guessing? How much complexity has crept into your portfolio that a spreadsheet is no longer enough to manage? How many financial decisions this year involved your investments that you navigated without a professional opinion?

At a certain point, the question is not whether you can manage it yourself.
It is whether managing it yourself is still the best use of your time, your energy, and if it's truly beneficial for your financial life.

Your money story belongs at the center of your financial plan. At Citrine & Gold, your money story comes first. We creat...
10/14/2026

Your money story belongs at the center of your financial plan.

At Citrine & Gold, your money story comes first. We create space to talk honestly about what money has meant in your life and your family, then turn that understanding into a fiduciary financial plan that helps you plan ahead with confidence.

We have seen what happens when clients uncover the money stories they've has carried for years, and then build a strategy around a healthy, positive, abundance-based relationship with money.

See if we're a good fit at citrineandgold.com

“Women must stop following the Old Rules, which exist only to maintain the status quo. If we follow the rules we've alwa...
10/09/2026

“Women must stop following the Old Rules, which exist only to maintain the status quo. If we follow the rules we've always followed, the game will remain the same. Old ways of thinking will never help us build a new world. Out with the Old. In with the New." ― Abby Wambach, WOLFPACK

Fall is our favorite time of year to do a personal audit.Not because the calendar says so, but because the season actual...
10/08/2026

Fall is our favorite time of year to do a personal audit.

Not because the calendar says so, but because the season actually makes us want to take stock and let go of what no longer serves us. The pace shifts, the light changes, leaves show off, and suddenly it feels like the right moment to reflect on the year.

A few things we like to look at before the year ends:

• The Budget. Does it still reflect how you are actually living?

• Your savings rate. Are you putting away what you planned to at the start of the year?

• Your coverage. Has anything changed this year, a new job, a move, a relationship, a family addition, that your insurance does not yet reflect?

• Your goals. Which ones got traction? Which ones fell off the list?

This audit is NOT meant to turn into a tornado of self-judgement. You do not have to have it all figured out. You just have to be honest with yourself about where things actually stand, and then decide what to do next.

🍂 📸 :

We are thrilled to introduce you to Baylee Rosado, the newest addition at Citrine & Gold! Baylee is working with us on c...
10/05/2026

We are thrilled to introduce you to Baylee Rosado, the newest addition at Citrine & Gold! Baylee is working with us on client services and marketing tasks and already adding so much value to the team. Baylee (she/her) grew up and went to college in Texas, moved to Denver after, is our CRM QUEEN 👑 , and brings the feline energy (though she loves our dogs - we made sure). You'll find her working at 9PM with a Celestial Seasonings chamomile tea, so don't be alarmed by the timestamp on her emails, she likes it that way.

Please give Baylee a warm welcome 🧡 💛

Midterm Elections are coming up. 🇺🇸 Here's a perspective for investors...The U.S. midterm elections have remained in the...
10/01/2026

Midterm Elections are coming up. 🇺🇸 Here's a perspective for investors...

The U.S. midterm elections have remained in the background for markets but are likely to move into focus.

📉 Midterm elections have historically increased market uncertainty leading up to
Election Day. However, over time, economic fundamentals, not political headlines, have mattered most. Although every market cycle is different, one historical observation is that stocks have posted positive returns in the 12 months following each U.S. midterm election over the past three decades.

🧩 Artificial intelligence, inflation, interest rates, geopolitical events, and the upcoming midterm elections are all individual pieces of the investment puzzle. Each deserves attention, but none should distract investors from the bigger picture.

That bigger picture is the financial plan — the goals an investor establishes with their financial advisor and the diversified portfolio built to help achieve them.

Citrine & Gold Financial Services offers a complimentary consultation.
Schedule yours now → citrineandgold.com

In autumn, we draw our energy to our roots. We prioritize self-care, healing, and creating a sanctuary in our environmen...
09/29/2026

In autumn, we draw our energy to our roots. We prioritize self-care, healing, and creating a sanctuary in our environment.

We decide what’s important to us and direct our financial resources there. It’s important to listen to our hearts, not just our heads.

We gather our harvest, let go of what no longer serves us, and prepare for the coming winter.

We consider how we can invest in ourselves and the future.

What do we need to tend to now in order to see a spring bloom?

If you've ever changed jobs, moved, or simply lost track of an old account, there's a good chance money is sitting somew...
09/23/2026

If you've ever changed jobs, moved, or simply lost track of an old account, there's a good chance money is sitting somewhere with your name on it.

The National Registry of Unclaimed Retirement Benefits (nrurb.com) lets you search by Social Security number for forgotten 401k accounts from past employers.

MissingMoney.com is the official database endorsed by state unclaimed property programs — covers old bank accounts, insurance payouts, utility deposits, and more.

If you had a pension, the Pension Benefit Guaranty Corporation has its own searchable database at pbgc.gov.

And don't forget your own state: Colorado's unclaimed property database lives at unclaimedproperty.colorado.gov and is worth a separate search.

Four websites, twenty minutes, money that already belongs to you. It costs nothing to check.

Do you wish someone taught you about money when you were younger?What are you teaching your kids?Join us on Oct 1st, via...
09/21/2026

Do you wish someone taught you about money when you were younger?

What are you teaching your kids?

Join us on Oct 1st, via zoom, for "Money Matters for Parents" with Raising Real World Kids

We'll cover:
How can you help your kids develop a healthy relationship with money?
Should you pay your kids allowance or not?
What should a 5 year old know about money?
How about a 15 year old?
Can kids learn the difference between needs and wants?
How can you teach kids a strong work ethic?
How can you avoid raising kids who act entitled?

Register now -> https://www.eventbrite.com/e/money-matters-for-parents-tickets-1999788234442

As a founder, you are both the employer and the employee. (And the HR department)No one is building wealth on your behal...
09/10/2026

As a founder, you are both the employer and the employee. (And the HR department)
No one is building wealth on your behalf.

Company 401(k)s, employer contributions to your retirement, automatic benefits and handling of taxes - as a founder, if you don't build it then it doesn't get built.

Citrine & Gold is a financial services firm headquartered in Denver, CO. We support founders with ethical, transparent, and inclusive financial services so they can craft aligned financial plans and investment strategies.

Want to talk? citrineandgold.com

Address

9635 W Colfax Avenue STE 302
Lakewood, CO
80215

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