Our Philosophy : Summit Financial Solutions | Broomfield, CO

Our Philosophy

One unique thing about Aaron and David is that they have both been heavily
involved in soccer most of their lives, both as players and coaches.

The lessons learned in coaching have helped them develop a unique coaching-oriented approach with their clients. They believe that it’s their job to be a coach with every client they serve by guiding them, helping them get stronger in areas where they’re weak, and developing a financial knowledge base to reach their end goal. Their time-tested, coaching-oriented model has helped to motivate countless clients to achieve their full potential in every area that needs improvement.

Our coaching model focuses on:

Instructing

Empowering

Educating

Strategizing

Motivating

Maximizing

Guiding

Improving

Listening