FPFoCos Got a New Look: Join Us for a Happy Hour to Celebrate!

happy hour

FPFoCos Got a New Look: Join Us for a Happy Hour to Celebrate!

Take a look at the upper left-hand corner of this page. Did you know that the logo you see there is from 2015? This website is, too!

With our current “look” nearing a decade old, we decided to give FPFoCo a refresh. And we’ve been working hard behind the scenes to do just that. While we’re still the FPFoCo you know, we’ve been developing a whole suite of brand updates from our logo to our website and our letterhead to our business cards. As we’re putting the finishing touches on our branding refresh, we’re also preparing to share these updates with you.

We’re so excited about our new branding that we decided to throw our first-ever party. And we’d like to invite clients like you to join us for an FPFoCo happy hour! We’ll be celebrating right here in Fort Collins, and the whole team — even Christin, who lives in Washington state, and Riley, who’s about an hour or so away in Boulder — will be coming to party with you!

It’s happening from 4:30-7:30 p.m. on Wednesday, June 12, 2024. As it’s over dinnertime, we’re also inviting you to join us for some food. We’ll be outdoors (rain or shine!), and our venue will have a team member of theirs staffing the grill, where you can step up and order your choice of burgers, brats, and hot dogs. We’ll also be serving side salads. And since this is a happy hour, there’ll be an open bar where you can quench your thirst. This party is completely free of charge for you and your guests (we’ll be tipping the staff as well, so there’s not even a need for you to bring cash).

We do encourage you to bring guests, so don’t be shy! You can stop by to say hi or stay a while. And of course, no outdoor bash would be complete without some party favors! We can’t wait to show off our new logo, so we made drawstring bags, sunglasses, pint glasses, and tee shirts for you and your guests to take home.

Oh, and about that new website: We’re planning to launch it this summer, but we’ll be giving you a sneak peek at the event. You won’t want to miss it!

If you haven’t RSVP’d yet, we welcome you to check your inbox. You’ll find the location in your invitation, too. We’ll be sending another invite soon, but if you don’t see yours, just reach out. 

We can’t wait to celebrate with you!

Not a client yet? See if our ensemble approach is right for you.

Head to our Comprehensive Services page to learn more about what we do for our clients.

Financial Planning Fort Collins
hello@fpfoco.com

FPFoCo is Your Full-Time Fiduciary®. We offer financial planning, investment management, and income tax preparation in one comprehensive service package. As an ensemble, we excel at guiding successful singles, couples, and families who want professional assistance with their finances. With over 30 years of combined experience, our CERTIFIED FINANCIAL PLANNER™ pros have the expertise to serve you.



Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Do you have a cash surplus? Learn more what to do with extra money in the free-preview of our Teachable course: Sudden Money and Windfalls.

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Are you here because of a big change in your finances? Subscribe for our PDF on 6 questions to learn the benefits of working with a full-time fiduciary.

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Inheriting Money Can Be Overwhelming.
We have the expertise to be your guide as you navigate receiving a windfall.
Equity Compensation Can Be Confusing.
Let us make it less complicated for you. Whether it’s a one-time award or ongoing compensation, we know how to help.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
FEE SCHEDULE
Unless there is truly unique or extraordinary complexity associated with a client’s situation and financial circumstances, our fee will be based on the market value of the assets under management (AUM) for investment management services, subject to a minimum fee of $500 per month. The fee is blended and calculated using the following schedule. We do not require a minimum investment of any amount.
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%
Accumulators: Building Your Nest Egg
Our process helps those saving for their future with the following:
  • Cash-Flow Planning:
  • Estate Planning:
  • Insurance Planning:
  • Investment Planning:
  • Tax Prep & Planning:
  • Optimize your spending and savings.
  • Protect yourself and your loved ones.
  • Safeguard your earnings and assets.
  • Grow your wealth.
  • Get savvy with your strategy.
Ready to take the next step?
Retirees: Living Off of Your Nest Egg
Our process helps those nearing or in retirement with the following:
  • Cash-Flow Planning:
  • Estate Planning:
  • Insurance Planning:
  • Investment Planning:
  • Tax Prep & Planning:
  • Maintain your comfortable lifestyle.
  • Align your legacy with your intentions.
  • Protect your nest egg.
  • Don’t outlive your assets.
  • Never overpay the IRS.
Ready to take the next step?