Citrine & Gold LLC

Citrine & Gold LLC I want to create change by providing creative financial ideas to humans and impacting their money st We encourage out of the box thinking. Let’s talk one-on-one.

We stand for a world where people are supported, cheered for, and encouraged to become the best version of themselves. A world where people not only believe but truly know that they can live the life of their dreams through connection, authenticity, awareness of ourselves, and grit. Where self-motivation, collaboration, and driven leadership are at the center of change. This business exists to break down barriers, self-beliefs, and change the rules of the capitalism game to create wealth for those that have never seen it. We believe in abundance. There is enough for all of us, and all of us are enough. We thrive on creating authentic relationships with everyone. We value time and experts in their field. No one can do it all and it’s better to value our time by paying others to do what they are best at. We value human differences by allowing our team to work in whatever way is best for them and their skills. We know that life needs a balance of work and play in order to live our best lives. We believe that by treating people well, in business or personal life, you will see them at their best and receive their best in return. We foster a culture of creativity, growth, connection, and authenticity. If you are a female business owner, part of the LGBTQ+ community, or are an ally who enjoys changing your mindset around money, contact me!

Fall is our favorite time of year to do a personal audit.Not because the calendar says so, but because the season actual...
10/08/2026

Fall is our favorite time of year to do a personal audit.

Not because the calendar says so, but because the season actually makes us want to take stock and let go of what no longer serves us. The pace shifts, the light changes, leaves show off, and suddenly it feels like the right moment to reflect on the year.

A few things we like to look at before the year ends:

• The Budget. Does it still reflect how you are actually living?

• Your savings rate. Are you putting away what you planned to at the start of the year?

• Your coverage. Has anything changed this year, a new job, a move, a relationship, a family addition, that your insurance does not yet reflect?

• Your goals. Which ones got traction? Which ones fell off the list?

This audit is NOT meant to turn into a tornado of self-judgement. You do not have to have it all figured out. You just have to be honest with yourself about where things actually stand, and then decide what to do next.

🍂 📸 :

We are thrilled to introduce you to Baylee Rosado, the newest addition at Citrine & Gold! Baylee is working with us on c...
10/05/2026

We are thrilled to introduce you to Baylee Rosado, the newest addition at Citrine & Gold! Baylee is working with us on client services and marketing tasks and already adding so much value to the team. Baylee (she/her) grew up and went to college in Texas, moved to Denver after, is our CRM QUEEN 👑 , and brings the feline energy (though she loves our dogs - we made sure). You'll find her working at 9PM with a Celestial Seasonings chamomile tea, so don't be alarmed by the timestamp on her emails, she likes it that way.

Please give Baylee a warm welcome 🧡 💛

Midterm Elections are coming up. 🇺🇸 Here's a perspective for investors...The U.S. midterm elections have remained in the...
10/01/2026

Midterm Elections are coming up. 🇺🇸 Here's a perspective for investors...

The U.S. midterm elections have remained in the background for markets but are likely to move into focus.

📉 Midterm elections have historically increased market uncertainty leading up to
Election Day. However, over time, economic fundamentals, not political headlines, have mattered most. Although every market cycle is different, one historical observation is that stocks have posted positive returns in the 12 months following each U.S. midterm election over the past three decades.

🧩 Artificial intelligence, inflation, interest rates, geopolitical events, and the upcoming midterm elections are all individual pieces of the investment puzzle. Each deserves attention, but none should distract investors from the bigger picture.

That bigger picture is the financial plan — the goals an investor establishes with their financial advisor and the diversified portfolio built to help achieve them.

Citrine & Gold Financial Services offers a complimentary consultation.
Schedule yours now → citrineandgold.com

In autumn, we draw our energy to our roots. We prioritize self-care, healing, and creating a sanctuary in our environmen...
09/29/2026

In autumn, we draw our energy to our roots. We prioritize self-care, healing, and creating a sanctuary in our environment.

We decide what’s important to us and direct our financial resources there. It’s important to listen to our hearts, not just our heads.

We gather our harvest, let go of what no longer serves us, and prepare for the coming winter.

We consider how we can invest in ourselves and the future.

What do we need to tend to now in order to see a spring bloom?

If you've ever changed jobs, moved, or simply lost track of an old account, there's a good chance money is sitting somew...
09/23/2026

If you've ever changed jobs, moved, or simply lost track of an old account, there's a good chance money is sitting somewhere with your name on it.

The National Registry of Unclaimed Retirement Benefits (nrurb.com) lets you search by Social Security number for forgotten 401k accounts from past employers.

MissingMoney.com is the official database endorsed by state unclaimed property programs — covers old bank accounts, insurance payouts, utility deposits, and more.

If you had a pension, the Pension Benefit Guaranty Corporation has its own searchable database at pbgc.gov.

And don't forget your own state: Colorado's unclaimed property database lives at unclaimedproperty.colorado.gov and is worth a separate search.

Four websites, twenty minutes, money that already belongs to you. It costs nothing to check.

Do you wish someone taught you about money when you were younger?What are you teaching your kids?Join us on Oct 1st, via...
09/21/2026

Do you wish someone taught you about money when you were younger?

What are you teaching your kids?

Join us on Oct 1st, via zoom, for "Money Matters for Parents" with Raising Real World Kids

We'll cover:
How can you help your kids develop a healthy relationship with money?
Should you pay your kids allowance or not?
What should a 5 year old know about money?
How about a 15 year old?
Can kids learn the difference between needs and wants?
How can you teach kids a strong work ethic?
How can you avoid raising kids who act entitled?

Register now -> https://www.eventbrite.com/e/money-matters-for-parents-tickets-1999788234442

As a founder, you are both the employer and the employee. (And the HR department)No one is building wealth on your behal...
09/10/2026

As a founder, you are both the employer and the employee. (And the HR department)
No one is building wealth on your behalf.

Company 401(k)s, employer contributions to your retirement, automatic benefits and handling of taxes - as a founder, if you don't build it then it doesn't get built.

Citrine & Gold is a financial services firm headquartered in Denver, CO. We support founders with ethical, transparent, and inclusive financial services so they can craft aligned financial plans and investment strategies.

Want to talk? citrineandgold.com

See you there?!On September 15th from 2-3:30pm Citrine & Gold will be hosting a CO Startup Week session at SPACES Civic ...
09/08/2026

See you there?!

On September 15th from 2-3:30pm Citrine & Gold will be hosting a CO Startup Week session at SPACES Civic Center. Join us for a 45 minute presentation about Founder Finances followed by Q&A with a licensed financial advisor and open networking.

Register today to reserve your seat:
https://citrineandgold.com/events/

You have insurance on your car. Your home. Your phone. Probably your laptop. The one thing some people don't protect wit...
09/04/2026

You have insurance on your car. Your home. Your phone. Probably your laptop. The one thing some people don't protect with the same urgency? Their income - the thing everything else depends on. Let's talk about it...

Life insurance, disability coverage, long-term care, and key person protection - the conversations that feel the most uncomfortable are usually the ones most worth having.

We make it straightforward, judgment-free, and guide you through the process. Felicia is ready to help you figure out what you need (and what you don't). Reach out anytime.

Address

9635 W Colfax Avenue STE 302
Lakewood, CO
80215

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