Your Financial Future, Built With Clarity
ABOUT US
Most families aren't struggling because they're bad with money. They're struggling because nobody ever sat down and explained the rules.
That's the idea behind Phoenix Solutions and Services. We help families get clear on where their money is going, what it's actually doing for them, and what to do next, without jargon and without pressure.
WHAT WE FOCUS ON
Money Mindset
Before the numbers, there's the thinking behind them. We help families understand their own habits and assumptions around money, because the mindset usually has to shift before the plan does.
Financial Education
Budgeting, credit, debt, the basics nobody sits families down to explain. We break it down in plain language, so you understand your own numbers instead of guessing.
Planning for the Future
Retirement, saving, and building toward long-term goals. We help you think through the plan itself: what you're working toward and what it actually takes to get there.
Protecting What Matters
Most people have never sat down and worked out what protecting their family's income actually requires. We help you think it through and land on a real answer, not a guess.
Why Families Work With Us
We explain before we recommend anything.
We don't push products. We help you understand your options.
We stick around after the first conversation. Financial planning isn't a one-time meeting.
We start with your goals, not a product.
Every recommendation comes with a plain-language reason behind it.
You won't feel rushed to decide on the spot.
OUR TEAM
Aurelia Grinstead
JP del Rosario
Love Del Rosario
Mary Louise Crabtree
Neil Bagamasbad
Noemi Mangum
Raiza Evangelio
Samuel Jimenez
FAQS
What happens when I schedule an appointment?
We'll talk through where you are financially right now and what you're hoping to figure out. No paperwork, no pressure, just a conversation to see if we're a good fit to work together.
Do I need to already have money saved to talk to you?
No. Some of the people we work with are just starting out, others have been saving for years and want a second opinion. Wherever you're starting from is fine.
Is there a cost for the first conversation?
No. The first conversation is free. It's a chance for us to understand what you need and for you to see if our approach makes sense for you.
What if I'm not sure what kind of help I need?
That's normal, and it's actually a good place to start. We'll help you get clear on what matters most to you before we talk about any specific plan.
Email: [email protected]
Phone: (720) 979-3049
Address Office: 2821 S Parker Rd. Ste 2-1107, Aurora CO 80014