Congruent Strategies

Expert services for every branch of your financial life.

Fiscal, career and life coaching for lasting

Coaching

Your financial success starts with you at the core. At Congruent Strategies, you are more than a number. You are a person with beliefs that enable, or even limit, your success – daily. Fiscal, Career, and Life Coaching from the Congruent Team, is a key to effectively attaining your goals while teaching you to recognize limiting behavioral factors that impact your career, finances, and the ability to reach your life’s goals. Contact the team at Congruent Strategies and learn how "Coaching" is an integral component to your congruent and wholistic strategy. (303) 747-3860 Schedule a Free Consult



Fiscal, career and life coaching for lasting

Planning

Enjoying retirement as you dreamed requires advance planning. Enjoy a brighter future and less stress today by getting congruent in the many branches of your financial life, with financial, retirement and estate planning. Contact the team at Congruent Strategies and learn how “Planning” is an integral component to your congruent and wholistic strategy. (303) 747-3860 Schedule a Free Consult

Personal and Business Accounting Services

Accounting

You focus on your business operations. Let Congruent Strategies guide you and your staff on the equally important aspect of bookkeeping, accounting, and financial measurements. Our team consist of highly qualified experts in Accountancy and Taxation. Contact the team at Congruent Strategies and learn how “Accounting” is an integral component to your congruent and wholistic strategy. (303) 747-3860 Schedule a Free Consult

Fiscal, career and life coaching for lasting

Tax

Maintaining congruency in your life’s financial picture requires a delicate balance with the U.S. Tax Code and applicable taxing jurisdictions on the state and local levels. Our team of highly qualified experts have and currently consult with owners of “Mom and Pop” businesses all the way up to executives of Fortune 500 firms. You reap the benefit of having experienced tax experts on your side. Contact the team at Congruent Strategies and learn how “Tax” is an integral component to your congruent and wholistic strategy. (303) 747-3860 Schedule a Free Consult

Denver's Insurance Experts

Insurance

Protect the things in life that are important to you. Asset protection is more than insurance your home or automobile. It should be about protecting your family and business and the assets of each, in a way that in the event of an accident, incident, or catastrophic event, your assets do not leave you. The Congruent Strategies’ team of experts will design more than just an umbrella. They will design and implement a circle of protection and around those things that you care about most – family, business and everything in between. Contact the team at Congruent Strategies and learn how “Insurance” is an integral component to your congruent and wholistic strategy. (303) 747-3860 Schedule a Free Consult

Metro-Denver Investment Services .

Investment

Do you wear the same size shoes as your friends? Do you drive the same brand of automobile as your neighbor? Why would you invest in the same traditional “cookie-cutter” ways that “everyone else does”? The experts at Congruent Strategies will design your unique financial investment strategy that will combine all the congruent and wholistic components of YOUR life plan. Because, in YOUR financial life, it should be from what YOUR unique goals and values are. Contact the team at Congruent Strategies and learn how “Investment” is an integral component to your congruent and wholistic strategy. (303) 747-3860 Schedule a Free Consult

Congruency is the Key to Financial Success



The old way...
the-other-way

Who is looking out for you?

When you use competing entities with competing objectives you have to wonder who is looking out for you? The answer is none of them. Because there is no communication or collaboration, you never know if your tax and investment strategies match or if you will face penalties when you are relying on your retirement it most.
congruent-way

Congruent Cares

When you choose to be congruent, you get our team of experts all collaborating for your financial success. Our team approach means that the people responsible for your Investments, Retirement, Estate, Asset Protection & Taxes are all working together to get you to your life's goals.

 

 

Benefits of Wholistic Finances

 

Simple & Convenient

Our goal is to serve the whole client by simplifying and improving every aspect of the client’s financial life. We do this by providing all the specialized, expert services you need to be successful in one convenient package.

A Team Unified

Through our collaborative environment, we are able to build the most comprehensive picture of your finances available and as a result we are able to see where your current strategies are competing or flat-out failing you. Unlike competing “single source” businesses our team works together to provide you a wholistic strategy.

Wholistic How?

Our Wholistic Approach mandates that we consider not only the numbers, but the underlying personal beliefs and spending habits that may be inhibiting you from reaching your life’s goals. Our fiscal, career and life coaching will counter these negative factors, helping you to get your personal, professional and life goals in congruence.

Personal:

 

The team at Congruent Strategies believes that the "complete person" is best served when all aspects of personal finance come together in a "wholistic package". When most service providers at separate offices, compete against each other for your business, you are merely being sold a product or service.

At Congruent Strategies, our team of professionals, all sit at the same conference table designing YOUR uniquely tailored family finance plan.

We take the same approach that we do for professional athletes and bring it to family households.

  • Tax
  • Financial Advisory
  • Insurance Planning
  • Career Coaching
  • Debt Elimination
  • Transition Planning
  • Career change
  • Retirement
  • Estate & Legacy Planning

 

Business:

 

The team at Congruent Strategies believes that the “complete business” is best served when all aspects of business finance come together in a wholistic package. When most service providers at separate offices, compete against each other for your business, you are merely being sold a product or service. In most cases, your financial operation becomes inefficient and does not work for you.

At Congruent Strategies, our team of professionals, all sit at the same conference table designing YOUR uniquely tailored business finance strategy.

We take the same approach that we do for professional athletes and bring it to the business world.

  • Accounting
  • Payroll
  • Insurance Planning
  • Retirement Plans
  • Tax
  • Employee Coaching
  • Business Continuity Planning
  • Life Safety & Contingency Planning
  • Exit Strategy

 

A statement from the CEO:

 

C.Hopkins CEO Congruent Strategies Corp.

I have learned a very important lesson in life. Time is Precious. A strategy that could determine the success or failure of retirement, is Paramount. Time is finite in this age of fast pace and on-the-go business and family tasks. Families and business leaders no longer have the luxury of traveling from one service provider to another. More importantly...Continue reading
 

 

Download the Brochure:

 

Learn how being congruent in your finances life can have a positive influence on your life for years to come. Learn just what makes Congruent Strategies Corp. different and why we should be your first choice when it comes to bringing congruence to the many branches of your financial life. Download our brochure for more information about the benefits of being congruent with your finances.

 





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