Greetings from Atlanta: We’re at XYPN LIVE!

Greetings from Atlanta: We’re at XYPN LIVE!

Greetings from the Peach State!

Your Financial Planning Fort Collins team is in Atlanta, Georgia, at XYPN LIVE this week, a financial planning conference that we attend annually. As we spend the week connecting with fellow professionals and learning how to improve what we do for you, we want you to know that we’re just an email away.

That’s right! Even though we’re out of the office this week, we’re still hard at work. So we might be delayed in responding to your emails, but rest assured we’re available (just with more limited availability than usual).

In addition to keeping abreast of new developments in the financial planning space, this annual conference is an opportunity for us to meet new folks, reconnect with friends we’ve met in the past, and network with all to your benefit. It’s exciting for us to meet our fellow financial professionals, knowing that they’re part of the same XY Planning Network that we are — and that we can reach out to them to learn new things or tap into their expertise when new challenges and opportunities arise in your life. Sharing this experience is one of the things that we love about being part of this wonderful professional network!

This is a bit of a tradition for us here at FPFoCo as it’s Jason’s seventh XYPN LIVE, Regina’s fifth, and Christin’s second! Thank you for allowing us the time to enjoy this experience. While we cherish our time here, we look forward to returning to bringing what we learn back home to share with you. We’ll see you soon!

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.



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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.

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Critical Money Tips
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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.
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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.
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