As we wrap up 2025, we’ve been looking back at the many moments, big and small, that shaped this past year. It wasn’t about dramatic changes or sweeping overhauls. Instead, it was a year built on steady progress, genuine client conversations, and a lot of behind-the-scenes work that helped move our comprehensive financial planning process forward.

Showing Up for Our Clients

Our team spent a lot of time this year sitting down and talking through decisions, making real progress with a more efficient planning process. With just over 360 client meetings and 133 tax returns, we helped our clients navigate life’s financial twists and turns more effectively than ever.

We also continued to support clients via our Implementation Credit Policy program. With a 41% increase, clients utilized $3,121.82 in fee credits, taking the next steps to turn financial plans into financial action. It’s one of our favorite ways to support our clients in making planning even more doable.

Serving 125 households, we’re proud to be a part of your saving and investment successes as we now manage $148 million in assets across 551 accounts. It’s our honor and privilege to join you on your journey. We look forward to celebrating your next milestone together!

Growing Together as a Team

2025 was also a big year for learning. Our team logged more than 238 hours of professional education and celebrated two new designations: Christin earned the Financial Paraplanner Qualified Professional® or FPQP® credential, and Regina earned the Accredited Behavioral Finance Professional® or ABFP® designation. While the certifications are nice, what matters most is how this knowledge shows up in the conversations we have and the guidance we provide.

Giving Back and Staying Connected

Community impact continued to be a priority this year. We donated a total of $11,000 to charities, supporting organizations doing great work right here in Northern Colorado and beyond.

In the spirit of the season, our 2025 holiday donation supports The Matthews House. This deserving organization serves “the youth and families in our Northern Colorado community facing challenges such as homelessness, substance abuse, education support, parenting transitions, and more.” In honor of you, our clients, we’re thrilled to support them as a “Branch Builder” business member for the coming year.

We also saw continued growth across our podcast and newsletter. It’s been fun seeing more people tune in, read along, and connect. After all, it’s content designed to make financial planning feel a little more understandable and a lot less intimidating.

Looking Ahead

All in all, 2025 was a year of meaningful progress: grounded, steady, and full of connection. And as we head into 2026, we’re excited about what’s next. We’ve already got a few projects lined up that will make the financial planning experience even smoother, more engaging, and more tailored to the individuals, couples, and families we serve.

We’ll be sharing more soon, but for now, we just want to say thank you for the trust, the conversations, and the opportunity to keep doing the work we love.

Wishing you happy holidays and a joyous New Year from your FPFoCo Team!