Karen Steward CFP

April 15, 2013

Karen Steward CFP®

Karen is a favorite with seniors and those dealing with elder care and end-of-life issues in the family. A former professor (she holds a Masters in French Linguistics and taught French at the University of Colorado), Karen brings enormous warmth and patience to the process of working through difficult issues, making sure clients and family members understand their options at every step.

“The second half of life is a new stage of opportunity and strength,” says Karen. “For people who have done the planning and have the financial resources, it’s an amazing time of life. The sky is the limit.”

Clients find that they can turn to Karen for help with questions both large and small—sending her a puzzling tax bill or requesting a recommendation for long-term care—always receiving the same engaged and helpful response.