Managing your finances can feel overwhelming at times.

So when our clients find us, they usually have a lot of questions …

When can I retire?

How much will I need?

What do I need to do to get there?

How can I make smarter choices with my money so it’s working harder for me?

How do I build my wealth in a way that feels sustainable and aligned with my lifestyle and values?

We know what it’s like to feel stressed by your finances, and how that can negatively impact your ability to create, innovate, and lead.

And we’ve seen what happens when people choose to work with a partner - and when they don’t.

Your time is too precious to do it all, and you can’t be expected to be an expert in everything.

And between the demands of work and life, figuring out how to organize and streamline your finances can seem impossible at times.

How would your life change if you had a financial plan that made you feel more secure?

Make your money work for you, your business, and your life.

We help you use money as a tool to better align with and embody your values so that your money becomes a reflection of what’s truly important to you.

Our process prioritizes getting to know you, the human! We believe that building wealth isn’t about the money, it’s about what that money is going to do for you and allow you to do.

We recognize that money can be emotional. This is why we’re passionate about using evidence-based behavioral coaching in conjunction with tactical strategies for a truly holistic and optimized experience.

In other words, we’re not just going to build a one-size-fits-all plan and send you on your merry way. We’re here to build a real relationship with you and help you take action to improve your life, every step of the way.

What’s holding you back?

Let’s start with an easy-going conversation to see if we’re a good fit.

Meet your advisor, Allie Beckmann


  • Founder, Financial Planner

    Ever the renaissance woman and self-starter, finance is Allie’s third career. Before finance she spent over 15 years as a working theatre artist - acting, directing, devising, educating, and being a musician. She also had a 6 year career as a yoga and meditation teacher where she taught classes, trained teachers, co-ran a studio, and eventually started a corporate and private wellness coaching business.

    Allie loves combining her creative and analytical brain as a financial advisor and business owner. She brings an exacting attention detail while always planning ahead. This career really satisfies her endless thirst for learning, and problem solving, and impact.

    Her unique background gives her a critical lens on the financial industry and all the opportunity there is for disruption within it.

    Allie is still active in her creative outlets and making music, and her daily yoga practice is 14 years strong and counting. She loves living in Colorado and being outside, cooking, and spending time with her friends and dog, Bodhi.

Our Vision, Mission, and Values

  • Beckmann Financial works to create a world where there is more diversity in who gets to participate in our markets and economy. In this way we can start to shift the balance of power towards greater equality.

  • Beckmann Financial believes in creating more access to financial literacy and democratizing financial advice, especially for those who have felt excluded from the traditional model and way of doing things.

    We believe in bringing more human-ness to financial plannng and meeting people where they are.

  • Beckmann Financial is anchored in choice, transparency, and accessibility. We strive to achieve a level of excellence and work with compassion in all we do.

Licenses, Recognition & Education

  • Series 63

    Series 65

    Life/Health/Annuity

  • Maestro Associates, Financial Planner

    Money Concepts, Agent & Registered Representative

    New York Life, Agent & Registered Representative

    Bachelor of Arts: Theatre Arts, Illinois Wesleyan University

    E-RYT 200 Yoga Teacher, YACEP (Yoga Alliance Continuing Education Provider)