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About Intrinsic Financial Design Group

Our Story

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.

Our Team

Our Team

From left to right: Allison Rocha, Sophia White, Steve Waechter, Sharon Gabriel, Sam White, Patti Dimmer

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Sophia White

Sophia White

Founding Partner, Wealth Advisor

970-353-8800 x 801

970-346-9983

Stephen Waechter

Stephen Waechter

Founding Partner, Practice Consultant

970-353-8800 x 802

970-346-9983

What We Do

Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances.

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. 

Individual Retirement Plans

Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

Business 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.  

Financial Planning Services

Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – we can help. 

Gifting or Giving Strategies

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. 

Retirement Strategies

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

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 Community

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:

Whispering Hearts Therapy

Whispering Hearts Therapy

The miniature horses with Whispering Hearts provides therapy to so many and we are proud to help further their mission.

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Weld Food Bank

Weld Food Bank

We are an annual sponsor for the Stone Soup Supper that supports families and individuals in Weld County.

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City of Greeley Festival of Trees

City of Greeley Festival of Trees

We are an annual sponsor for the Silver Bells luncheon for Senior Citizens in Weld County.

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Greeley Stampede

Greeley Stampede

We are a proud annual Gold Spur Sponsor for the long standing Greeley Stampede.

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Buskirk Racing

Buskirk Racing

The Buskirk family from Nebraska races in many regional races through out the season, and we are proud to be their corporate sponsor.

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60+Ride

60+Ride

We are a corporate sponsor for 60+Ride who provides transportation services for individuals who are 60 and older to help maintain their independence. 

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The Success Foundation

The Success Foundation

The Success Foundation sponsorship connects students in Greeley and Evans with innovative teaching methods, additional curriculum, and new programs.

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Union Colony Children's Music Academy

Union Colony Children's Music Academy

We support the Union Colony Children's Music Academy with a corporate lunch sponsorship for their annual Golf Tournament at Greeley Country Club.

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Greeley Chorale

Greeley Chorale

We proudly support the Greeley Chorale each season and for their Pops and Pasta event.

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We are open to further supporting the causes near to the hearts of our clients and their families.

Contact us today to discuss your financial aspirations. 

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.


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Financial Planning

We create strategies that are tailored to your needs and goals.

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Planning for your Business

In additional to personal and household financial planning, we also offer planning services for your business.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Commonwealth Financial Network is not affiliated with any other entities referenced.