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Financial Planning

Service and Pricing: Unpacking Our Value

Service and Pricing: Unpacking Our Value

Nothing is free, but what goes into a fee? In the spirit of transparency, let me tell you how we price our Comprehensive Services — and why. I think you'll find that our fees really are simple, fair, and transparent.
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Sabbatical

Sabbatical Prep: [Financial] Planning for Your Extended Vacation

Are you ready to take a month or longer away from work? Get ready for your sabbatical with these thought-provoking questions!
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Hot Topics Inflation, I-Bonds, and Recession

Hot Topics: Inflation, I-Bonds, and Recession

Inflation. I-Bonds. Recession. If any of these have been on your mind lately, you're not alone. We've been getting questions about all three recently, so we wanted to share our thoughts with you. Check out our take on today's hot topics!
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Regina Neenan, CFP®

Regina Neenan Earns C<span class="ct-small-caps">ertified</span> F<span class="ct-small-caps">inancial</span> P<span class="ct-small-caps">lanner</span><sup>™</sup> Professional Certification

The newest CFP® professional on the Financial Planning Fort Collins team is someone with whom you're likely already familiar. Regina Neenan earned their Certified Financial Planner™ certification earlier this month and has also been promoted to Director of Cash-Flow and Insurance Planning. 
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Conscious Consumption

The Secrets Behind Conscious Consumption — and Unconscious Saving

How can changing one seemingly insignificant aspect of your life make a meaningful difference? And what is "mindful spending"? Learn how you can practice conscious consumption it and how it could lead to hidden savings opportunities!
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health insurance

Announcing Our Latest Webinar, and It’s All About Health Insurance!

Health is wealth and knowledge is power! Are you about to make a job, life, or family change? Have health insurance questions or just want to make sure you're on the right health insurance plan? Don't miss our health insurance webinar with Christine Simone of Caribou!
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Making Beautiful Financial Music Planning Your Financial Year

Making Beautiful Financial Music: Planning Your Financial Year

What do you have planned for 2022? We have a calendar just for you, filled with your meetings and benefits! From your annual financial plan review to investment, estate, cash-flow planning, and more, learn about your annual client experience right here.
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inflation

How You Can Handle Increasing Inflation

Inflation. Whether you've seen it in the grocery store, at the gas pump, or elsewhere, it's been getting tougher to miss. Learn what The Federal Reserve is doing to combat rising prices, and how you can navigate inflationary pressures in your own financial life.
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Golden

The ‘Golden’ Key to Financial Independence

What's the "golden" key to financial independence? What "future you" will do, of course! Complete with references to TV show The Golden Girls, learn how to envision and plan for FI — then let you do you!
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