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!
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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.
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.
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.
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.
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.
Unless there is truly unique or extraordinary complexity associated with a client’s situation and financial circumstances, our ongoing fee will be based on the market value of the assets under management (AUM) for investment management services, subject to a minimum fee of $1,875 per quarter. The fee is blended and calculated using the following schedule. We do not require a minimum investment of any amount.