Intrinsic Financial Design Group
Our practice was created to benefit individuals, families, and family businesses. We are fortunate to work with multiple generations of families striving to ensure each generation can live their best financial life. There is a sense of pride among the team at Intrinsic Financial Design Group, seeing older generations move along the path to pursuing their goals while the youngest generations establish and move towards their goals, with the guidance and encouragement of their advisor and family. We believe the coaching that we provide to each generation is strengthened by the knowledge and familiarity of each family's unique dynamics. Intrinsic Financial Design Group exists to have lifelong planning relationships with our clients and focus on intrinsic motivations. With expertise and empathy, we create a personalized client experience that helps keep us all on track toward success; today, tomorrow, together.
Stephen Waechter started our financial planning practice in 1980, and Steve's daughter, Sophia White, began working with Steve formally in 2007 after being immersed in the financial planning culture her entire life. Sophia took over the lead role in 2018 as Steve chose to step back and begin the transition to retirement. Patti joined our practice in February 2015 after she and her husband decided to settle and build their family here in Colorado. Allison joined Intrinsic Financial Design Group in March 2018, initially to help while Patti was on maternity leave, but she chose to stay on full-time. Sharon joined the office in December of 2019 to help fill the need of our growing practice.
In 2018 we decided to use the marketing name Intrinsic Financial Design Group to provide the practice with continuity in marketing as time passes and leadership roles evolve. Every person associated with Intrinsic Financial Design Group is carefully selected so that their values match the values associated with our practice rooted in long lasting relationships and collaboration.
To schedule an appointment with Sophia, click here.