Meghan Lape (AFC, CFP®, EA)

Meghan Lape focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • ExPat and Cross Border Issues
  • Federal Employees
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management

Planning Specialties

My biggest challenge has been that those who need my services usually can't afford my services.

So though our firm provides robust ESG and socially responsible financial planning, it isn't our most popular service.

Our most successful work has been with financial wellness as an employee benefit.

By proving to businesses that financial wellness has a high return on investment, while also helping them reach their sustainable development goals, everyone in the company wins.

Additional Information

Follow me on LinkedIn for financial insights!

NAPFA Start Date

April 10, 2020


This Office

7222 Commerce Center Drive Suite 220 Colorado Springs, CO 80919 Phone: 8009790058