Financial Planning for Ski and Snowboard Families

Skiing is the only sport where you spend an arm and a leg to break an arm and a leg.
US Freestyle Ski Team Selections 2024

Karl and Stacey Frank are active supporters of Rocky Mountain Freestyle and love working with parents of athletes! 

How do I pay for college without robbing retirement?

I want to an unbiased expert opinion about investments, including real estate.

Our team provides up to three free consultations.

Who We Serve

  • Changing Jobs

    Changing jobs requires a lot of juggling and mental resources. We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul
  • Inheritance planning

    Inheritance or Windfall

    When you receive a large sum of money through inheritance or windfall, your financial planner will help you develop a custom financial plan that makes room for your short-term and long-term goals.
  • Financial planning for life transitions

    Life Transitions

    Life transitions often come hand-in-hand with a sudden change in finances. Our processes improve outcomes.
  • Medicare planning

    Medicare Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
  • Divorce

    Divorce involves establishing your financial independence from your spouse. Our financial planners can help you navigate your new financial life as you plan and complete the divorce process. Gain clarity about your finances and emerge with confidence for the next phase of your life.
  • Karl shaking hands

    Families

    Long-term, real-life financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals.
  • Women's Wealth Wellness

    Women’s Wealth and Wellness

    Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
  • Swingset

    Financial Advice for Widows and Survivors

    Finances are an underlying source of stress after a loved one passes. We listen, simplify and help you prioritize so that you can focus on grieving and recovery.
  • Business owner appreciates financial services

    Business Owners and Executives

    Small business owners, we speak your language! We help you maximize your financial return, minimize your tax liability, plan for your exit from the business, and mitigate risk. Our exclusive process and team of experts simplify your life and let you sleep soundly.

Request your College Money Report

What You Can Expect

Our planning process

We provide up to three free consultations at no obligation. Learn more about our process and our promise. Choose from a team of financial planners. Make sure to tell them Rocky Mountain Freestyle sent you.

Karl, Morgan and Stacey Frank

Client Stories

Client stories included on this website reflect hypothetical client situations that represent
those commonly encountered by AIWM representatives, they do not reflect actual client relationships.
Parents with a Plan

Mike and Kate came to us having just turned 50. They had enrolled both of their sons in a local private high school that aligned with their values and goals for their sons. However, high school tuition cost more than they’d expected; their sensible money habits left them ineligible for much aid there. Now the money they’d set aside from the sale of a rental property was being depleted, and the boys hadn’t even started college yet!

Fortunately, Mike and his employers had been contributing to his 401k plans for three decades, and it showed. The couple realized they could ease up on their retirement savings for the next six to eight years without jeopardizing their financial security. They navigated the FAFSA (Free Application for Federal Student Aid), then started adjusting their family balance sheet in tax-efficient and aid-favorable ways. We helped them establish accounts in alignment with their goals.  We also encouraged the family to keep an open mind about the schools on their son’s list, once he’d been accepted.

They were able to appeal the financial award from their son’s dream school, which came back with a better offer. Initially dismissed as ‘too expensive,’ that school’s additional financial awards brought it within their family’s four-year college budget. Off he goes … We’re almost as excited as Mike and Kate!

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How can we help?

Chat in-person during regular business hours or fill out the form!