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Lo Bosworth on Conquering the Next Phase of Adulthood
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Helping women gain clarity, confidence, and peace of mind — one real conversation at a time.
Let’s make your money make sense — and maybe even have a little fun.
I’m a financial guide for women who want to take control of their money with clarity, confidence, and a touch of joy. Whether you’re navigating a life change, feeling behind, or simply ready to feel more in charge of your financial future — I’m here to help.
My approach is rooted in education and connection. I believe everyone deserves access to financial knowledge that’s practical, judgment-free, and easy to understand. And yes — I believe we can even make it fun.
See how we'll get it done below:
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
✅ A successful woman with a thriving career, but no clear financial plan
✅ Navigating a transition (new job, divorce, inheritance, etc.)
✅ Feeling overwhelmed by financial decisions or behind on your goals
✅ Craving guidance from someone who gets it — and won’t talk down to you
If you nodded at any of these, you’re in the right place. Below are some of the areas I can help bring clarity to:
Financial Planning
Education Planning & Funding
Business Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Insurance Protection Strategies
Born and raised in Colorado, my husband Kyle and I are deeply committed to protecting our community. While I work with local friends & families to protect their financial futures, Kyle works as a wildland firefighter protecting our nations' forests. Jim, our St. Bernard, works hard to protect our porch from mail carriers, squirrels, and innocent passer-byes. Together, we make a typically Colorado family.
When we're not working, we can either be found at Mile High stadium screaming in support of the Denver Broncos or at Ball Arena booing the referees at an Avalanche game.
Financial education is the cornerstone of my practice, helping empower you in each financial decision you make.