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 many options. And if you're not, that's ok, too! From each partner planning solo to...
New year, new numbers! From a contribution limit change to tax law updates and more, get ready for 2021 with the know-how you need to make the most of your financial plan....
As we get closer to the end of 2020, we reflect on a most unusual year. Learn about five financial impacts that affected us and the industry this year....
You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only an inheritance plan — but also a strategy that allows you to continue a legacy...
Ready to be more intentional with your spending? Join our webinar and create your D.R.E.A.M. budget with cash-flow expert Nick True! Learn about Nick, get webinar details, and find the registration link inside....
Insurance is far from the only way to manage risks. Learn risk management basics, different methods for handling risk, and how to properly use insurance as a risk management tool when it's the right method....
Why do we offer free personal finance tools to everyone who visits our website? Because everyone deserves access to these tools to improve their financial lives....
If your filing cabinet is bigger than your computer, your filing cabinet is too big. Let us show you how you can turn your paper clutter into digital documents that are easy to save, search, and send — whether you own scanning hardware or not....
Announcing the latest addition to the Financial Planning Fort Collins team, Vice President of Financial Planning Dan Andrews, CFP®! ...
| 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% |
