How You Can Define — and Reach — Financial Independence
In honor of Independence Day, we're bringing you a sneak peek of our latest FPFoCo Academy personal finance module. Get a glimpse of "Planning for Financial Independence" as you learn
June 2021
You Don’t Want a Project Financial Plan. Here’s Why.
It’s reasonable to assume that the closed-end nature of a project financial plan will somehow save you money. One defined project, one defined cost, and you can close the books
Financial Planning Fort Collins Welcomes Paraplanner
We're excited to introduce our newest team member, Bridgette Geno! Learn about our recent growth as well as little about Bridgette, her role with the team, and why she's looking
Sneak Peek: The Six Phases of Your Financial Journey
Are you experiencing a critical money moment? It's one of the six phases of your financial journey — and many people have more than one.
7 Financial Planning Tips for Women
Far from a list of “pink” financial planning suggestions, the facts speak for themselves — and these seven tips can help women in particular plan for and stay on track