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 bre

ak 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!

06/24/2026

Loving what you built.

We did not stumble into this. We built it on purpose. And yes, we are having a great time. 😁

Multiple kids means multiple college timelines. 🎓️ 📚️ Your 529 strategy should look different for each one.Most familie...
06/23/2026

Multiple kids means multiple college timelines. 🎓️ 📚️ Your 529 strategy should look different for each one.

Most families with more than one child open 529 accounts and contribute to them without thinking much about how each account should be structured differently. That can be a missed opportunity.

A child who is five years old has over a decade before college. That account can perhaps afford to take on more growth-oriented investments early, because there is time to recover from market fluctuations. A child who is fifteen has roughly three years. That account needs to protect what has already been saved.

Treating every child's 529 the same regardless of age means the oldest child's account may be taking on more risk than it should right when it matters most, and the youngest child's account may be too conservative to grow the way it could.

A coordinated 529 strategy looks at each child individually. It accounts for age, timeline, and the full picture of what education funding looks like across your family. If you have multiple kids and have not revisited your 529 allocations recently, it is worth a look.

529 plan investments involve risk, including possible loss of principal. Investment options should be reviewed regularly and adjusted based on the beneficiary's timeline and your financial goals. Consult a qualified financial advisor to determine the right strategy for your family.

This is what building someone's financial plan actually looks like. The behind the scenes in between financial planning ...
06/19/2026

This is what building someone's financial plan actually looks like. The behind the scenes in between financial planning meetings is what actually crafts a financial plan.

"Behind the scenes" at Citrine & Gold is more like "Brynna behind the screen." The cash flow analysis, retirement projections, tax considerations, coordination between accounts, coverage analysis, and long-term strategy - this is where Brynna spends a great deal of her time. Doing a lot of math and exploring your options so she can craft a plan tailored to you.

There are a lot of financial advisors out there. Here is what makes us different.• We are legally required to act in you...
06/17/2026

There are a lot of financial advisors out there. Here is what makes us different.

• We are legally required to act in your best interest.
Citrine & Gold is a fiduciary Registered Investment Advisor. That is not a marketing claim. It is a legal obligation that applies to every recommendation we make, every time.

• We coordinate your full financial picture, not just your investments.
Retirement planning, tax strategy, insurance, estate planning, cash flow, etc. We build plans that connect the pieces, not products and accounts that sit in isolation.

• We are LGBTQ+ owned and built for our community.
Not only is our founder a member of the LGBTQ+ community, our entire team currently is. While this happened by chance, it makes sense because inclusive financial planning is not a service we added or employee benefit. It is the foundation of how we operate. We are certified with the National LGBT Chamber https://nglcc.org/ if you need receipts. 🌈 🧾

• There are no asset minimums to get started.
We believe financial services should be for everyone, not just people who already have significant wealth. You can work with us regardless of your current portfolio size. We have a variety of offerings to meet you where you are.

• We stay in it with you.
We check in, we adjust, and we show up for the moments that matter. We're your financial team through the milestones, the transitions, and all of the life that happens in between.

Is this what you're looking for?

Life insurance is one of the most meaningful things you can do for the people you love. Felicia makes the conversation a...
06/15/2026

Life insurance is one of the most meaningful things you can do for the people you love. Felicia makes the conversation and process approachable.

It's pretty simple, really.
06/11/2026

It's pretty simple, really.

One of my favorite parts of being a financial advisor is when clients call to let me know they've reached a financial mi...
06/09/2026

One of my favorite parts of being a financial advisor is when clients call to let me know they've reached a financial milestone:

👶 We had the baby!
🏡 We got the house!
🎓️ I graduated! I paid off my student loans!
💻️ I launched my business!
⬆️ I got a bonus! I got a promotion!
💍 We got engaged! We got married!
😌 I retired.

It's easy to think of working with a financial advisor when things are going wrong, but some of the most important planning happens when things are going right.

If something big just happened in your life, that is exactly when you should schedule a consultation call. We love those calls just as much as the milestone ones. 🧡 💛

Investing is not a financial plan. A financial plan is what tells you how to invest.Most people start with the portfolio...
06/08/2026

Investing is not a financial plan. A financial plan is what tells you how to invest.

Most people start with the portfolio. They pick funds, open a brokerage account, maybe max out a 401k if they remember and they call that a plan.

Investing without a plan is just guessing with good intentions. It does not account for your timeline, your tax situation, your liquidity needs, your goals, or the life you are actually trying to build.

A real financial plan answers the questions that come before the investments. How much do you need? By when? What is the right account structure for your situation? What happens to your strategy when your income changes, or your family grows, or you sell a business?

The investments follow the plan. Not the other way around.

If you have been investing without a plan behind it, that is where we start.
Schedule a free consultation https://citrineandgold.com/schedule-a-consultation/

“Inherently, money is not valuable. I don’t want a photo of Ben Franklin on a stack of some government-issued paper. I w...
06/05/2026

“Inherently, money is not valuable. I don’t want a photo of Ben Franklin on a stack of some government-issued paper. I want choices. I want what money can buy me. For millions of American women, the dream of wealth is a dream of freedom, because it’s money that provides us with options when our government and society fail to.”

06/02/2026

Our C&G team has hit the ground running on our goals for 2026, and we couldn’t be more excited!

While we work on our next milestone, we ask that you think of us when you hear…
- new job
- salary increase
- old 401k
- marriage
- divorce
- small business planning
- life insurance
- “I don’t know where to start”

Anytime is a perfect time to plan for your future and we are hear to support that journey.

Consultation link in our bio!

Address

9635 W Colfax Avenue STE 302
Lakewood, CO
80215

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