Serving women when they need it most
For many people, taking control of their finances means ensuring their independence.
Life brings transitions – those that challenge you like divorce, the loss of a spouse, or a career change – as well as transitions that reward you such as the birth of a new child or when a small business takes off.
W. Church Financial serves women, couples, families, and business owners for these transitional moments of life – helping to match their needs with investments that support their financial freedom.
Services
We are investment management professionals helping our clients build a financial base for stability and growth.
Our services include:
 |
Investment ManagementWe manage the investment of your assets according to your goals and risk tolerance. We work with you to determine the best mix of products to put your money into based on your unique needs and consistent monitoring. |
 |
Financial Goal SettingWe discuss your needs and help you set up goals that are achievable given your income and assets as well as your wants and dreams. We will help you adjust your goals as your life progresses and needs change. |
 |
One-on-one Financial Consulting and AdviceWe act as your coach, always here for you to talk through big decisions and provide advice for your financial life. Our relationship comes first and we will be there when life throws you a curveball. |
 |
Lifetime Retirement PlanningWe can help you plan over the entirety of your working life. We work together to define your vision of your ideal retirement and craft solutions to match where you are with where you want to go. |
Find Your Risk Number Today
Your voice matters.
We listen first, in all of our relationships.
We listen to your story and to your needs. We then analyze your financial situation and provide advice. Our team will then implement your investment decisions based on your feedback. When it comes to your finances, your voice matters, and we’re ready to listen.
Warren Church
Financial Advisor
Laurie Montagne
Financial Advisor
We all have a story to tell.
Our story began many years ago when our founder, Warren Church, was working in sales and management. He always had a knack for numbers – but numbers never inspired him the way people do. He realized that he cared deeply about the people he served. Warren made the transition to the financial industry so he could start working for people rather than a bottom line. He discovered that women were incredible clients because of their willingness to share and listen. Every day he is inspired by their tenacity in moments of transition.
Laurie Montagne’s background is deeply embedded in agriculture. Growing up on a farm steered her down a path to an aerial application business and then into invasive weed management. She joined the W. Church Financial team after working with Warren as a client. She was drawn to the team and to the industry because of the way that Warren made clear how much he cared. She quickly realized Warren’s skill in listening added to his caring attitude was a unique combination that others in her circle found compelling. Laurie became a licensed financial advisor in 2019 and now seeks to help others build a financial foundation.
Relationships are truly paramount to the service W. Church Financial provides.
Check the background of investment professionals on FINRA’s BrokerCheck.
For women with challenging life circumstances, W. Church Financial provides asset management through listening and guidance.
Let’s Talk
The best relationships are built on good communication.
We are committed to building strong relationships with all of our clients. We know when you come to us, you have a need. No matter what you are facing, we are here to serve you. Beyond a pledge to be timely and consistent in our communications with you, we cultivate relationships that draw on our core values of:
1. Listening
2. Creating lasting connections
3. Solution-based, not sales-based, advice
4. Caring
5. Confidentiality
Current clients, check on your progress here.
Invest in your future.
Contact W. Church Financial today.
Erie location
671 Mitchell Way, Suite 119
Erie, Colorado 80516
303-828-3333
warren@wchurchfinancial.com
laurie@wchurchfinancial.com
Olathe location
60352 Gunnison Road
Olathe, Colorado 81425
970-361-8262
warren@wchurchfinancial.com
laurie@wchurchfinancial.com