Citrine & Gold LLC
CITRINE & GOLD LLC
Pronouns: She/They
Brynna Wilson, the dynamic Founder of Citrine & Gold LLC, is on a mission to redefine wealth creation in the capitalist landscape. With over seven years in the financial industry, Brynna's role as an independent advisor and behavioral finance specialist centers on unlocking financial 'aha moments' and building wealth for those who have traditionally been left out of the financial narrative.
Based in Denver, CO, Brynna lives with her fiancé and two dogs, finding joy in the great outdoors and celebrating the successes of others. Her business is a testament to breaking down barriers and self-limiting beliefs, offering a new, inclusive path to financial prosperity.
VIRTUAL AND IN-PERSON SERVICES
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Description: From budgeting, and financial education to mindset, workshops are a great way to learn quickly for a low cost. Workshops can also be customized for companies looking for something specific for executives and employees.
Access: Virtual or in-person
Price: $0 - $25
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Description: Create a custom map for how your finances are going to get you the life that you want from where you are now.
From assessing your current situation, setting achievable goals, and creating a roadmap that outlines concrete steps to achieving those goals, Citrine & Gold will work with you to ensure that your plan is both comprehensive and achievable.
• New Adults & 20-Somethings: Seeking the guidance of a financial planner can help you establish a solid financial foundation and make informed decisions at every stage of life• Life Changes: Financial guidance becomes exceptionally important when you're getting married, having a baby, changing careers, starting a business, graduating, buying a home, etc.
• Planning for Retirement: It's best to start early with your planning to make sure your goals are attainable
Access: Virtual or in-person
Price: Starting at $2,500
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Description: Investment account managed by an advisor and/or money managers.
Accounts eligible for management by Citrine & Gold:
• IRA (OLD 401Ks)
• ROTH IRA
• BROKERAGE ACCOUNT
• SEP IRA
• SIMPLE IRA
• 401(k) FOR BUSINESSES
• ESOP FOR BUSINESSESAccess: Virtual or In-person
Price: 1-1.7%
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Description: Accountability, mindset, and financial basics are a great place to start with coaching.
Access: Virtual or in-person
Price: Starting at $150
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Description: One time sessions to get one or two questions answered or look over your existing plan.
Access: Virtual or in-person
Price: $375
CONTACT CITRINE & GOLD
Working with Citrine & Gold LLC provides a financial journey with an innovative and inclusive approach. Under Brynna's expert guidance, you'll explore new pathways to wealth that challenge traditional norms and self-imposed barriers. Brynna's expertise in behavioral finance, combined with her passion for creating 'aha moments,' ensures a personalized and enlightening experience.
Whether you're new to wealth creation or looking to redefine your financial strategies, Citrine & Gold offers a refreshing, rule-changing perspective, making it an ideal choice for anyone seeking to see wealth in a new light and achieve financial empowerment.
