We have experience helping clients navigate receiving and managing their equity compensation. From tackling taxes and diversifying investments to planning for your employer's IPO or liquidity event, you don't have to go it alone. Your strong cash position provides you several planning opportunities.
If you're not sure what to do next, we can help you strategize how to make the most of your growing savings. Big moves require big plans. We have experience creating financial plans for relocators and career-changers. Our purpose-built process can help you make the most of these critical money moments so you can focus on your new adventure.
If you're not sure what to do next, we can help you strategize how to make the most of your growing savings. Big moves require big plans. We have experience creating financial plans for relocators and career-changers. Our purpose-built process can help you make the most of these critical money moments so you can focus on your new adventure.
Services
Financial Planning Fort Collins is 100% employee-owned and excels at working with people facing what we call critical money moments. Because we focus on these life-defining situations, our purpose-built process and service model can bring simplicity to what may seem complex and overwhelming. With over 30 years of combined experience, our specialists and Certified Financial Planner pros have the expertise to serve you.
You have the opportunity to plan with equity compensation and you've got some big decisions to make. We created a client experience to help you plan and manage it. You might not recognize it at first, but the amount of cash in your checking account increases. You don't plan to spend it, so what do you do with it?
At Financial Planning Fort Collins, we believe in being involved and giving back to our local and global communities. Develop your giving philosophy with our FPFoCo Academy Module titled Philanthropy 101: How to Give Your Time, Treasure, and Talent. As financial planners, we take pride in our ability to be influential in our clients' philanthropic journeys.
Gain confidence and improve your personal finance knowledge! Our on-demand platform includes personal finance courses, checklists, quizzes, worksheets, videos, and more. This content is created by our team for you. Strategy:FOCO financial planning services are ongoing, and include unlimited phone, email, web and in-person meeting and consultation time.
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