Citrine & Gold LLC

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Lakewood, CO
Citrine & Gold LLC

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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!

10/29/2026

Happy Spooky Szn to all who celebrate 🎃 👻 🦇

Be safe out there this weekend!

10/27/2026

At Citrine & Gold, we believe in financial services that truly celebrate your goals, and your life - whatever that looks like for you.

10/26/2026

We get asked a lot: what does working with Citrine & Gold actually look like?

Here are five ways people work with us.

👨‍👩‍👧 Family Plan — Planning for the full picture of a family or couple's financial life.
👤 Individual Plan — A plan built entirely around you, your values, and your goals.
📈 Asset Management — Investment management that also reflects your values and goals.
🛡️ Insurance — Protection planning for your income and the people who depend on it.
🏢 Business Services — Financial planning that bridges business ownership and personal wealth, retirement accounts for your employees, and employee financial wellness programs.

Reach out at citrineandgold.com to learn more!

10/23/2026

.

SLOW DOWN.

Take a breath.
Re-check the email before you hit send.
Get adequate sleep.
Don't schedule fifty thousand meetings in one day.
Take the pause to eat nutritious meals.

Our nervous systems can't handle absolutely everything being fast-paced and urgent. Slow down.

10/19/2026

Goldman Sachs projects AI investment could exceed $7.5 trillion by 2031.

To put that in context, their research compares the current AI investment cycle to some of the largest infrastructure buildouts in American history.

🚂 Railroads in the 1880s peaked at roughly 3.5% of GDP.
🚗 Auto infrastructure in the 1910s reached around 2.5%.
🌐 Telecom in the 1990s hit approximately 1.5%.
🔸 AI in the 2020s is currently tracking at around 1.5% of GDP and rising.

Whether this cycle ultimately resembles telecom or something closer to railroads is a question no one can answer with certainty. What is clear is that significant capital is moving into AI infrastructure, and the ripple effects on markets, industries, and individual portfolios are very real.

We offer a free consultation call at Citrine & Gold Financial Services. Visit citrineandgold.com to connect with our team.

Source: Goldman Sachs. Data as of 06/30/2026.

This post is for educational and informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Past investment trends are not indicative of future results. All investing involves risk including possible loss of principal. Citrine & Gold Financial Services is a Registered Investment Adviser registered with the State of Colorado. Registration does not imply a certain level of skill or training.

10/15/2026

How much time are you spending researching, monitoring, and second-guessing? How much complexity has crept into your portfolio that a spreadsheet is no longer enough to manage? How many financial decisions this year involved your investments that you navigated without a professional opinion?

At a certain point, the question is not whether you can manage it yourself.
It is whether managing it yourself is still the best use of your time, your energy, and if it's truly beneficial for your financial life.

10/14/2026

Your money story belongs at the center of your financial plan.

At Citrine & Gold, your money story comes first. We create space to talk honestly about what money has meant in your life and your family, then turn that understanding into a fiduciary financial plan that helps you plan ahead with confidence.

We have seen what happens when clients uncover the money stories they've has carried for years, and then build a strategy around a healthy, positive, abundance-based relationship with money.

See if we're a good fit at citrineandgold.com

10/09/2026

“Women must stop following the Old Rules, which exist only to maintain the status quo. If we follow the rules we've always followed, the game will remain the same. Old ways of thinking will never help us build a new world. Out with the Old. In with the New." ― Abby Wambach, WOLFPACK

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.

🍂 📸 :

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 🧡 💛

Address

9635 W Colfax Avenue STE 302
Lakewood, CO
80215

Website

http://www.citrineandgold.com/

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