Cash-Flow Planning

Cash-Flow Planning & Budgeting from Fort Collins, Colorado, CFP^® Pros

Cash-Flow Planning

Cash-Flow Planning & Budgeting from Fort Collins, Colorado, CFP^® Pros

You might have a budget, but do you have a cash-flow plan?

A true cash-flow plan goes beyond tracking spending. It’s a strategic tool that helps you make smarter financial decisions, allowing you to align your money with your values and long-term goals.

What Sets FPFoCo Apart?

We analyze your historic spending to create a plan that works for your lifestyle — and monitor it along the way. Whether you’re figuring out how to start saving money consistently or fine-tuning your existing budget to reflect your financial values, we help you take control of your cash flow in a way that builds wealth with purpose. Let’s make a cash-flow plan you can stick to.

Looking Back to Move Forward

Understanding your spending history can ground you in enhancing future choices. Together, we’ll review your cash-flow statement and see how you’ve been spending so you can objectively see where your hard-earned dollars have been going.

Crafting Your Cash Flow Plan

Using historic data, we’ll work with you to create a cash-flow plan that suits your desired spending patterns to help you make more informed choices. We’ll also adapt your plan to your needs, whether you prefer to use a spreadsheet, a cash-flow app, or another method.

Cash-Flow Check-Ins

We’ll then support you with cash-flow planning consultations as needed so you can stay on track toward your goals.

Ready to see if FPFoCo is the right fit for you?

Schedule your complimentary introductory call today or learn more about FPFoCo’s approach to cash-flow planning in these resources …

Tariffs and Your Budget: Keeping Your Cash Flow in Check Amid Economic Uncertainty

Feeling the effects of tariffs in your cash-flow plan? Learn how to use your current budget to roll with these punches or how to reset your cash-flow plan to give…

Beyond the Basics: You Made Your Cash-Flow Plan, Now Track It!

What are your cash-flow plans for 2023? These three simple steps can help you make your plan and then do the most important part: Track it!

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…

Combining Cash Flows: To Plan Solo or With Your Partner?

Do you and your significant other partner up when it comes to making sense of your dollars and cents? If you're considering becoming united on the financial front, you have…

Jason's Financial Favorites: The Budget, Simplified

Does the idea of creating a budget keep you from getting too close to a spreadsheet? Let me show you just how simple — and beneficial — a budget can…

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

Financial Planning Fort Collins

5.0

Based on 9 reviews

review us on

Sharon Hamman

FPFC is an excellent organization. Professional and willing to listen carefully so as to meet your needs and support you in making best choices for you!

John Lombardi

Really valuable insights and great people to work with. Highly recommend.

Julie K

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.

Andi

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 Johnson

Jason and his team are always prepared and ready to talk over our needs.

Katherine Brandt

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-Irvin

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.

Tom Stoffel

For more than a decade, Jason and his team have consistently served our financial needs with prompt, professional, and personal attention. Very highly recommended!

John Schulte

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.

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.

Cash-Flow Planning