00:00:00:00 - 00:00:38:23

Unknown

Hello there. I'm Colleen Geiss, certified financial planner and your personal advisor on the path to financial clarity and freedom. Isn't it amazing to think about all the dreams and goals we hold in our hearts? Whether it's buying that dream home, saving for a magical vacation, or ensuring a comfortable retirement. Our financial goals can bring us one step closer to the life we've always imagined.

 

00:00:39:01 - 00:01:10:00

Unknown

I understand that talking about finances can sometimes feel overwhelming. It's like standing at the foot of a mountain looking up and wondering how you'll ever make it to the top. But here's the thing you don't have to climb it alone. I'm here to walk that path with you every step of the way. My approach is centered around you, your dreams, your goals, and yes, your concerns and fears too.

 

00:01:10:02 - 00:01:40:17

Unknown

I'm here to listen, to understand, and to craft a plan that reflects what's truly important to you. Together, we'll explore your financial landscape with empathy and insight. Equipping you with the tools you need to make informed decisions. Budgeting isn't just about numbers on a spreadsheet. It's about aligning your spending with your values, making every dollar count towards the future you desire.

 

00:01:40:18 - 00:02:08:19

Unknown

By carefully analyzing your goals and setting realistic expectations, we can chart a course to success. Adjusting as we go to keep you on track. Achieving your financial goals is more than possible. It's a journey I'm excited to take with you. With a bit of planning, dedication, and perhaps a pinch of courage, we can turn those dreams into achievements.

 

00:02:08:21 - 00:02:52:02

Unknown

Building a road to success. Paved with confidence. If you're ready to take that first step towards financial clarity and freedom. I'm here ready to support you, encourage you, and celebrate every victory along the way. Reach out and let's make those dreams a reality together. Remember, your financial success is my goal. Here's to achieving great things together. See you soon.

 

The Princeton Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX