SERVICES

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Services that truly celebrates you, your goals, and your life - whatever that looks like for you.

Financial Planning

From assessing your current situation, setting goals, and creating next-steps, Citrine & Gold will work with you to create a plan that is both comprehensive and achievable. 

  • Retirement Planning
  • Education Planning
  • Budgeting
  • Cash Flow
  • Debt Management
  • Insurance Analysis and Planning
  • Investment Analysis
  • Family Planning
    • We have experience working with a variety of “non-traditional family structures” including polyamory/non-monogamy, Queer families, and Co-Parenting situations. We celebrate family in all its forms!

Asset Management

We guide you in understanding and choosing the right assets & investments – crafting a tailored portfolio that’s as unique as your individual journey.

  • Portfolio Building & Management
  • Tax Strategies
  • 401(k) Rollovers

Business Services

We love working with LGBTQ+ and women business owners & entrepreneurs.

Our approach includes practical solutions for your business finances, and strategic financial planning tailored to your business’s distinctive needs.

  • Cash Flow and Budgeting Analysis 
  • Employer Sponsored Retirement Accounts (401k, SEP IRA, etc)
  • Group Life Insurance
  • Group Short and Long Term Disability Insurance
  • Employee Financial Wellness Programs & Private Workshops
  • Succession Planning