About Me

how i became a

Financial Professional

Like many people, my real financial education didn’t start until my mid 20s. As I got older, I began to recognize that there was a huge gap in the expectation that I should be saving money and the education to know how. I knew I wanted the freedom, choice, and impact money would give me – but I didn’t know how to make it happen. And, thinking about the future and retirement planning can be a stretch when you feel like retirement is this abstract thing. I mean, who knows if I’ll still be alive?! I’m alive TODAY!

Luckily for me, I met a woman who was a financial professional and her energy and attentiveness inspired me to want to set up an appointment with her. I knew I wasn’t on “track” and I felt a comfort with her that I hadn’t felt talking about money before. At our meeting together, she provided an education that I needed. We don’t learn this stuff in school, right? So this was what did it for me. A light switch went on, and I saw how simple it could be to be building wealth and setting myself up for the future.

When I had this plan in place, I immediately felt a sense of comfort and ease. I was able to actually enjoy my life NOW, knowing that my future was being attended to.

At the time I was learning to take more control of my finances, I started to pay more attention to how I was living and I began to feel something was missing from my life in general. Around that time, I received a mailer from a meditation center offering an introduction to Mindfulness-Based Stress Reduction. Something resonated with me, so I signed up for a three-day workshop – which ended up changing my life.

 

I realized that my finances weren’t the only area of my life where I was out of alignment. The workshop and subsequent study into energy work taught me that we attract from our vibration, and that I was in a scarcity mindset. This was affecting not only my financial health, but the people I was attracting, my physical health, and the way I was living my life. I realized I needed to make some changes.

After delving into a longer course of study on mindfulness, I began to feel like I was stepping into an entirely new paradigm, I learned gratitude and the power behind it – and doing so brought immediate results into my life. I traveled abroad on a path of self-development and conscious transformation. I took a ten-day silent meditation retreat in New Zealand; I spent time at a retreat and wellness center in New York, taking courses on mindfulness, intuition, emotional freedom technique (EFT), tapping, and meditation; I got my 200-hour yoga teacher certification; and I spent three months in Nicaragua to re-evaluate where I was going next. All of this allowed me to step out of my patterning and conditioning and get clear on my true purpose.

My advisor’s  approach was very educational and she taught me a clear financial strategy I could wrap my head around – but receiving the advice from a woman resonated strongly with me. I felt comfortable, I felt heard, and I wasn’t embarrassed by the things I didn’t know. I was hooked, and I knew I wanted to help other people feel the same way.

I realized that my finances weren’t the only area of my life where I was out of alignment. The workshop and subsequent study into energy work taught me that we attract from our vibration, and that I was in a scarcity mindset. This was affecting not only my financial health, but the people I was attracting, my physical health, and the way I was living my life. I realized I needed to make some changes.

After delving into a longer course of study on mindfulness, I began to feel like I was stepping into an entirely new paradigm, I learned gratitude and the power behind it – and doing so brought immediate results into my life. I traveled abroad on a path of self-development and conscious transformation. I took a ten-day silent meditation retreat in New Zealand; I spent time at a retreat and wellness center in New York, taking courses on mindfulness, intuition, emotional freedom technique (EFT), tapping, and meditation; I got my 200-hour yoga teacher certification; and I spent three months in Nicaragua to re-evaluate where I was going next. All of this allowed me to step out of my patterning and conditioning and get clear on my true purpose.

My advisor’s  approach was very educational and she taught me a clear financial strategy I could wrap my head around – but receiving the advice from a woman resonated strongly with me. I felt comfortable, I felt heard, and I wasn’t embarrassed by the things I didn’t know. I was hooked, and I knew I wanted to help other people feel the same way.

My mission is to promote self-awareness, eradicate emotional patterning, and inspire behavioral change so my clients can consciously choose their reality and be prepared for their future. I empower my clients to build financial health for good: for their own good and the greater good.

why i became a

Financial Advisor

I became a financial advisor knowing I wanted to:

Educate and guide others to their own financial freedom

Use mindfulness techniques to help people achieve their financial goals efficiently and effectively

Help others learn to use these approaches to build the lifestyle of their choice

my

Approach

Today, I work with independent women, pre-retirement folks, and childfree couples (“DINKs” – double income no kids), to help them reach their investment and retirement planning goals. My clients are people who are ready to invest in themselves and are motivated to do so. I take a deep interest in really understanding my clients’ unique needs and vision – then put together a financial strategy to help them get there. My approach combines mindfulness, financial training/licensing, and professional tools to deliver life-changing financial advice to my clients. I’m proud to offer relationship-focused, client-centered financial advice to help others build financial health for good.

who is

Ann Neal?

Like many of my clients, I am an independent woman. I am happily married and I am not financially dependent on my husband. Together, we are childfree by choice – which gives us freedom and space in our lives. We are independent people who love sharing a life together. As Colorado residents, we enjoy taking our van to camp in the mountains, hiking, biking, and running in the gorgeous parks and open spaces in Fort Collins. In the winter, we enjoy backcountry skiing and escaping to Baja where we’ve found other childfree by choice couples who have created a fun community.

Community is very important to me, which is why unlike many other financial advisors, I am intentionally creating events and programs that bring all my clients together to build connections with other like-minded people. Even though we’ve chosen not to have kids, we all want connection and a sense of family. That’s something I hope to create through my business.

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ann Neal, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, CT, IA, IL, ME, NY, TX, VA, VT & WA.  No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ann Neal, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site

Copyright © 2021
Ann Neal, Inc.