Comprehensive Services:
Financial Planning,
Investment Management, and
Income Tax Preparation
Comprehensive Services:
Financial Planning,
Investment Management, and
Income Tax Preparation
Everything you need. All in one place. From Fort Collins, Colorado.
Start with an actionable financial plan to build on your success and make the most of your opportunities. Our experienced team of full-time fiduciaries will build your initial financial plan after we learn about you, your goals, and your finances. We’ll ask you inspiring and thought-provoking questions and show you how real financial planning can give you confidence in your financial future, whether you’re saving for tomorrow, living for today, or doing a bit of both.
Remain on the path to financial success. With dedicated planning-topic consultations available for cash-flow, estate, insurance, investment, and tax planning, along with annual reviews, we offer a truly comprehensive ongoing financial planning experience.
Be confident in your portfolio. With investment management included, you’ll get a low-cost, tax-efficient, globally diversified investment portfolio aligned with your financial plan. Interested in ESG investing? We have unique solutions to help you effectively implement an investment portfolio that reflects your values.
Say goodbye to tax complexity. With our in-house income tax preparation and planning included, you can be sure that you’ll get the tax strategy you need along with the tax simplicity you want.
You don’t have to go it alone. With unlimited meeting and consultation time included, our experienced team of full-time fiduciaries and your lead CFP® pro are ready to support your continued success.
Successful singles, couples, or families who want a team of highly-qualified professionals to create and implement strategies for their financial planning, investment management, and income tax preparation will find extraordinary value in our Comprehensive Services.
Sound like you? Click a link below to learn more about how we work with clients in your situation.
We do not receive commissions for selling products to our clients. As fee-only fiduciaries, we charge a flat fee for our initial financial planning analysis and recommendations. We also charge a flat fee for ongoing financial planning, including income tax return preparation and investment management for up to $1,000,000.
In cases where a client requests that we manage their investment portfolio in excess of $1,000,000, we charge a reasonable additional asset-based fee. While a fee based on assets under management can represent a conflict of interest, we mitigate this potential conflict by not requiring a minimum investment of any amount.
Our incentives are aligned with delivering extraordinary value as full-time fiduciaries while helping our clients achieve their financial goals.
In most cases, we charge a flat fee of $2,500 for an initial financial planning analysis and recommendations. For ongoing Comprehensive Services, we will follow our standard fee schedule. In cases where truly unique or extraordinary complexity is involved, we will carefully consider how the specific complexities impact our service model and provide a custom services proposal that will transparently disclose our fee before beginning a working relationship.
For ongoing Comprehensive Services clients, we provide an implementation credit of up to $300 per client household per calendar year. This credit can be utilized to offset costs from other professional service providers as well as the apps and tools that help you implement our financial planning recommendations.
Simply send us your paid invoice or receipt, and we will credit your next FPFoCo invoice the amount you paid, up to $300 per calendar year. More details are here.
If you’re ready for us to build your financial plan, use the calendar below to schedule a complimentary intro call. As a part of our client onboarding process, this 30-minute phone call or Zoom meeting will help you and us make sure we’re a good fit to work together. Assuming we are, we’ll keep your financial plan moving forward by scheduling your complimentary goals consultation next.
Want to meet in person at our office? All of our other client-service meetings — including your goals consultation — are available in our Fort Collins office, by phone, or via Zoom. To be respectful of your time, we start with this short, remote intro call to ensure that our process and services are the best fit for your needs.
Still have questions? Check out our FAQ page.
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Assets Under Management | Annual Fee |
---|---|
$0 - $1,000,000 | 0.60% |
$1,000,000 - $3,000,000 | 0.50% |
$3,000,000 - $5,000,000 | 0.25% |
$5,000,000 and above | 0.10% |