Allie Beckmann, RFA® helps purpose-driven individuals and business owners utilize money as a tool so that their dreams become a reality that aligns with their values and reflects their vision. As a financial planner she specializes in working with female creative and service-based entrepreneurs to empower them on the most efficient path to financial security and freedom while prioritizing transparency and accessibility in her services. With her prior careers including extensive social-emotional and trauma-informed care facilitation, Allie’s holistic process honors the inevitable relationship between the emotional and the tactical aspects of money while creating a safe space for her clients to bring their full selves to the table. Allie currently holds her Series 6, 63, 65, and 7 licenses as well as her Health/Life/Annuity License and works with clients across the US.

Connect with me on social: