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Comprehensive Financial Planning

A financial plan is only as good as its implementation. We'll build your financial plan and help you get the most out of it with ongoing support.

Comprehensive Financial Planning

A financial plan is only as good as its implementation. We'll build your financial plan and help you get the most out of it with ongoing support.

YES, WE actually do that!

At FPFoCo, financial planning is way more than investment management. Comprehensive financial planning is the well-defined path between where you are and where you want to be.

Financial Planning Fort Collins
Financial Planning Fort Collins
5.0
Based on 8 reviews
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John LombardiJohn Lombardi
02:38 30 Aug 24
Really valuable insights and great people to work with. Highly recommend.
AndiAndi
18:37 05 Aug 24
We have been with Financial Planning of Fort Collins for almost 2 years now. Jason, Regina and Riley answer our many questions quickly, accurately and without judgement. The team lowered our tax bill, and helped to make sure that our finanncial goals aligned with our life goals. Our portofolio, and our confidence in our plan has never been stronger. Initially, we chose this group because they are a fee only financial planner, and a fiduciary. We were tired of the commission hungry sales persons trying to "sell" products under the disguise of being a fiduciary. We stay with Financial Planning of Fort Collins because they offer current expert advice on everything from how and where to invest, how to set up a budget, to what insurance options may be best for us. We would recommend this group to anyone - whether you are just beginning your financial journey or at the end of it!!!!
Steve JohnsonSteve Johnson
15:06 23 Jul 24
Jason and his team are always prepared and ready to talk over our needs.
Julie KJulie K
17:42 15 Jun 24
I can't express enough how good Jason is with financial planning. He is extremely knowledgeable and definitely can figure out what is the best strategy for financial well-being.
Katherine BrandtKatherine Brandt
22:56 17 Apr 24
Jason, Regina and their team has been pivital in helping with getting finances on track, helping plan for our future and being incredibly knowledgable about options for my family.
Carol Fergus-IrvinCarol Fergus-Irvin
00:11 11 Apr 24
I’ve been a client of FPFC since around 2010 or so. Jason is a mensch! He is fair, smart, and kind. I’m old and cranky and he is always reasonable and accommodating.As a former IRS Agent, I can attest to his tax expertise. An honest, knowledgeable and fun firm.
John SchulteJohn Schulte
02:45 29 Feb 24
My wife and I love working with Jason, Regina, and the entire team at Financial Planning Fort Collins. They have given us a lot of useful advice and they are not trying to push us to buy any particular financial product.
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Please note: FPFoCo has selected the reviews shown here, and they may not reflect all experiences or your experience with the firm. No compensation has been provided for any review. No conflicts of interest exist between the reviewers shown here and FPFoCo.

A Process and Team YOU CAN TRUST

We approach the planning process as a team, collaborating to build goal-oriented strategies. We balance perspectives and align our professional insights to craft your financial plan.

ADVICE FOR WHAT’S NOW

Initial Financial Plan

STEP ONE

Schedule an Introduction

Will our financial planning process meet your needs? This complimentary call establishes what you can expect from a financial planning team and lets you learn more about our comprehensive process and approach.

Schedule a Call

STEP TWO

Clarify Your Goals

Take a thought-provoking dive into your financial goals and objectives. During this complimentary consultation, we’ll explore and clarify your goals, then explain how our financial planning services can help you achieve them.

STEP THREE

Develop a Strategy

As a client, we’ll gather the data and additional details we need from you. Then, our experienced team builds your initial financial plan, complete with detailed action items for immediate and lasting success.

STEP FOUR

Implement Your Plan

Your personal financial plan includes action items that you can do yourself or delegate to us. With ongoing implementation support, we coordinate and communicate along the way, completing tasks and continually planning to proactively prepare for what’s next.

Your Full-Time Fiduciary® Provides:

An uncompromising fiduciary standard

Consultations empowered and informed by technology

Access to certified and experienced professionals
Ongoing and as-needed analysis and advice
Simple, fair, and transparent fee-only financial advice
Proactive communication and support

A PLAN FOR WHAT’S NEXT

Ongoing Implementation
Support

We support you at every stage of your life. With regularly scheduled meetings throughout the calendar year, your consultations are aligned to your life and annual milestones, like tax season and open enrollment. We’re also available as you need us for critical decisions as they arise.

Schedule a call
Annual Plan Refresh

Scheduled annually, this consultation is based on your onboarding date. Review goals, track progress, and ensure that your plan continues to meet your needs and objectives.

Cash-Flow Planning

Account for income changes like equity compensation events, an inheritance, windfall, retirement income, unforeseen expenses, and new opportunities.

Estate Planning Support

Receive support on the evolution of your intentions to keep you ahead of the curve and ensure your estate is preserved.

Insurance Analysis & Planning

Ensure protection in the event of the unforeseen — without overpaying for premiums. Our fiduciary perspective helps you maximize coverage benefits and minimize expenses.

Investment Management & Planning

Investment planning provides clarity around a risk-adjusted and tax-informed investment strategy, including sustainability and ESG investments when appropriate.

Tax Preparation & Planning

Each year, we prepare your individual income tax return. We then meet again to review your tax projections, proactively preparing and planning to optimize your tax situation.

Fees for Comprehensive Financial Planning

We are fiduciaries with an ethical and legal obligation to act and make recommendations in your best interest. You pay us only for our advice and expertise. As fee-only financial planners, we do not earn commissions.

Initial Financial Plan (one-time project): $3,000*

Ongoing Implementation Support:

Full comprehensive support, including investment management as well as income tax preparation and planning.

Assets Under Management
Annual Fee*
$0 – $1,000,000
$7,500
$1,000,000 – $5,000,000
0.50%
$5,000,000 and above
0.25%

*In some cases, we may adjust your fee based on the unique complexity of your situation and financial planning needs.

Strategically Timing Your Financial Moves With Life Events

Life happens. At FPFoCo, there’s no limit to your consultation time. Your priorities and opportunities don’t have to derail your path to financial independence. We’ll handle time-sensitive tasks, check critical boxes on your behalf, and provide advice on your goals as we reach your planning milestones together.

Schedule a call

Strategically Timing Your Financial Moves With Life Events

Life happens. At FPFoCo, there’s no limit to your consultation time. Your priorities and opportunities don’t have to derail your path to financial independence. We’ll handle time-sensitive tasks, check critical boxes on your behalf, and provide advice on your goals as we reach your planning milestones together.

Schedule a call
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Let's Get Started

If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.