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SERVICES

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Work with an expert on services that truly celebrates you, your goals, and your life - whatever that looks like for you.

Financial Planning

From assessing your current situation, setting achievable goals, and creating a roadmap that outlines concrete steps to achieving those goals, Citrine & Gold will work with you to ensure that your plan 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) ROLLOVER

Business Services

We specialize in 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
  • EMPLOYEE SPONSORED RETIREMENT ACCOUNTS
  • GROUP LIFE INSURANCE
  • GROUP SHORT AND LONG TERM DISABILITY INSURANCE
  • EMPLOYEE FINANCIAL WELLNESS PROGRAMS & PRIVATE WORKSHOPS
  • SUCCESSION PLANNING
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