On Thursday, April 20, 2017, clients and colleagues of Steph Bruno, a Certified Financial Planner®, Certified Private Wealth Advisor®, and Accredited Investment Fiduciary®, gathered at The Art Hotel in Denver to celebrate her firm’s five year anniversary. Guests enjoyed hors d’oeuvres and libations during the event as well as remarks and thanks from Steph for their support and trust over the years.
As a private wealth advisor and founder of Stephanie Bruno Wealth Advisor (SBWA), Steph helps clients understand their relationship with money so they can improve the impact of it in their lives. In additional to expert financial planning and world class investments, she works with clients on the human issues around money. Steph has 25+ years of planning, investment management and life coaching experience to share with her clients.
During the reception, Steph announced the launch of her new Thriving Retirement Plan, a holistic approach to retirement planning. The Thriving Retirement Plan aims to take the stress out of retirement. In addition to financial planning for this stage in life, Steph will work with clients to create a plan that includes ideas and goals for healthy living, social engagement, meaningful work outside the primary career, planning time for close relationships, and choosing a geographic location where they want to spend this next phase of their lives.
“The Thriving Retirement Plan is an invitation to dream, to think about what is possible,” stated Steph. “I had clients coming to me saying they are worried because they don’t know what retirement will look like. They didn’t mean from a money standpoint as we had well covered their ability to retire financially. What would they do when the woke up in the morning? Who would be in their world? The Thriving Retirement Plan seeks to help individuals plan for and answer these questions.”
Steph will offer the Thriving Retirement Plan as a service to each of her clients. In addition to the financial aspect of retirement planning, she will work with clients to create a living document which outlines their goals and dreams for the years after their career has finished and provide them with a vision for the next phase of life.
In closing, Steph stated to her clients: “I want to thank each of you for trusting me, not only with your finances, but with your dreams.”
For more information on Stephanie Bruno Wealth Advisor and the Thriving Retirement Plan, please visit www.sbrunowa.com.
About Stephanie Bruno Wealth Advisor
Stephanie Bruno is a Certified Financial Planner®, a Certified Private Wealth Advisor®, and an Accredited Investment Fiduciary®. At Stephanie Bruno Wealth Advisor (SBWA), Stephanie helps clients understand their relationship with money so they can improve the impact of it in their lives. In additional to expert financial planning and world class investments, she works with clients on the human issues around money. Stephanie has 25+ years of planning, investment management and life coaching experience to share with her clients. For more information, visit www.sbrunowa.com.