A planning partner for breadwinner women Personalized guidance from someone who understands
Whether you’re a baby boomer, working professional or business owner, or a divorcée, it’s no secret that life evolves, bringing with it substantial changes as well as important questions. At one point or another, most of us wonder whether we’ll have enough money to see us through retirement or might feel overwhelmed thinking where to even start a conversation about our finances.
As a member of the Front Range team, Paula Boyka, CIMA®, senior vice president of investments, specializes in working with influential women in need of financial guidance. As a successful woman herself, she understands the challenges women face and the steps necessary to help you move toward the future with financial confidence.
The technical management of your wealth is important – but there’s much more to our service than that. Paula’s practice is client-centered and she works with individuals who want a collaborative relationship, enabling her to work closely with you to craft a financial plan based on your individual values, dreams and goals. Wealth is incredibly personal, which is why it’s all that more important to have a partner you connect with. While everyone approaches life changes and financial decisions differently, Paula strives to empower each woman to feel confident managing their wealth and making important decisions about their life.
Leveraging her breadth of experience and knowledgeable insight, Paula helps her clients to visualize their future and create a realistic and personalized plan to address their objectives. She does this by gaining an in-depth understanding of you and your situation, asking questions that you may not have realized even needed to be asked. She also utilizes Goal Planning & Monitoring, an innovative planning software, which helps to illustrate potential outcomes and scenarios so you can feel a greater sense of clarity when it comes to your financial future.
With more than 33 years of experience in the financial services industry, Paula can’t stress strongly enough how important it is to take a leadership role in managing your hard-earned wealth. She’s confident that you’ll find her creative and personal approach refreshing, and that you’ll appreciate being heard and cared for through all that life brings your way.
IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institutes initial and ongoing credentialing requirements for investment management professionals.
