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.
From left to right: Allison Rocha, Sophia White, Steve Waechter, Sharon Gabriel, Sam White, Patti Dimmer
Founding Partner, Wealth Advisor
970-353-8800 x 801
Partner, Wealth Advisor
970-353-8800 x 803
Client Services Manager
970-353-8800 x 800
Founding Partner, Practice Consultant
970-353-8800 x 802
Just as no two people are exactly the same, we believe investment products and services should be built specifically to meet different and specialized needs. We offer investments, access to insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help.
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Employees want more than a paycheck; they want a competitive benefits package. We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.
Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help.
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.
Identifying your retirement strategy includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. It is a living, growing organism that we work together to maintain.
Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and after death.
Our first priority is helping you take care of yourself and your family. Supporting and being involved in our community and the communities of our clients is something in which we take pride. Here are a few of the ways we stay involved:
The miniature horses with Whispering Hearts provides therapy to so many and we are proud to help further their mission.
We are an annual sponsor for the Stone Soup Supper that supports families and individuals in Weld County.
We are an annual sponsor for the Silver Bells luncheon for Senior Citizens in Weld County.
We are a proud annual Gold Spur Sponsor for the long standing Greeley Stampede.
The Buskirk family from Nebraska races in many regional races through out the season, and we are proud to be their corporate sponsor.
We are a corporate sponsor for 60+Ride who provides transportation services for individuals who are 60 and older to help maintain their independence.
The Success Foundation sponsorship connects students in Greeley and Evans with innovative teaching methods, additional curriculum, and new programs.
We support the Union Colony Children's Music Academy with a corporate lunch sponsorship for their annual Golf Tournament at Greeley Country Club.
We proudly support the Greeley Chorale each season and for their Pops and Pasta event.
We are open to further supporting the causes near to the hearts of our clients and their families.
Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances.
We create strategies that are tailored to your needs and goals.
In additional to personal and household financial planning, we also offer planning services for your business.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Commonwealth Financial Network is not affiliated with any other entities referenced.