Gayle Colman (CFP®)

Gayle Colman focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

With better than 25 years in the financial planning profession, Gayle brings a wealth of experience to her role as a nationally recognized innovator in the field of Integral Wealth Management. As a Certified Financial Planner©, Certified Master Integral CoachTM, and a principal in her firm, Colman Knight Advisory Group, LLC, she integrates practical results with inner values, guiding clients to live a meaningful and prosperous life. Gayle holds a unique combination of financial expertise, insight and innovation, assisting her clients in realizing – wealth is more than money


Gayle launched her firm in 1988 leading the financial planning profession in Integral Wealth. With a rare perspective and deep caring for all of her clients and colleagues, she has helped hundreds of clients and other financial planners to realize that expert financial advice is only part of a skilled advisor’s job. Gayle advocates that the key to long term financial health is understanding the interior aspects of money (family rules, beliefs, patterns) and the confusion they create, then integrating inner values with outer practicality to bring about new clarity and understanding. 

Additional Information

Gayle received her B.S. in Finance and Investments from Auburn University. With a passion for lifelong learning, she continues to explore traditional and non-traditional education. In addition to attending courses and workshops led by George Kinder, CFP®, and Stuart Heller, PhD and the Strategic Coach program, Gayle is a Certified Master Integral CoachTM with Integral Coaching Canada, and a Certified Conscious Relationship Coach with the Hendricks Institute founded by Gay and Kathlyn Hendricks, Ph.D.
 
Serving in leadership roles in various communities, Gayle is a visionary inspiring others by being a living example. Currently she serves as the chapter president of the Financial Planning Association of Massachusetts. She is a sought after speaker and facilitator, leading retreats for the Financial Planning Association, designing and facilitating an ‘Inward Bound’ training as a Sudden Money Advisor among others.
 
Gayle co-founded and created Imagination Made RealTM, a comprehensive manifestation program that fosters a reliable and sustainable path to manifestation. Gayle is also the creator of MoneyMovesTM cards, and MoneyMovesTM Online Game, both offering a fun and friendly exploration into your relationship with money.

NAPFA Start Date

June 28, 2010

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This Office

18 Audubon Ln Carlisle, MA 01741-1500 Phone: (978) 371-2015 Fax: (978) 369-1504