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Personal Financial Planning

Comprehensive Fee-Only Financial Planning from Fort Collins, Colorado, CFP® Pros

Personal Financial Planning

Comprehensive Fee-Only Financial Planning from Fort Collins, Colorado, CFP® Pros

Looking for a fee-only CFP® professional for your personal financial planning needs?

If you’re an affluent professional with complex finances who wants to make better financial decisions, you’re in the right place. At FPFoCo, we offer personalized, judgment-free, and comprehensive financial planning designed to bring clarity, confidence, and long-term thinking to your unique financial situation. We specialize in working with successful individuals, couples, and families as they deal with windfalls, increasing financial complexity, life changes, or preparing for retirement. And as Your Full-Time Fiduciary® and a fee-only firm, we’re committed to putting your best interests first — always.

What Sets FPFoCo Apart?

Tailored Advice from CFP® Professionals

Our ensemble of experts — including three CERTIFIED FINANCIAL PLANNER™ professionals who collaborate on every client’s personal financial plan — brings deep experience and real-life insight to the table. No one-size-fits-all plans, no product sales, and no commissions.

Strategic Financial Planning for Real Life

From tax-efficient investing to insurance planning and charitable giving, our team provides holistic strategies that evolve with you, whether you’re just getting started or managing multi-generational wealth.

Partnership-Driven Process

We believe in financial planning as an ongoing relationship, not a one-time transaction. That means proactive check-ins, educational resources, and the flexibility to adjust your plan as your goals evolve and life happens.

Ready to see if FPFoCo is the right fit for you?

Schedule your free intro call today!

Schedule your complimentary introductory call today or learn more about FPFoCo’s approach to personal financial planning in these resources …

Back to Basics: What is Tax Planning?

Back to Basics: What is Tax Planning?

As tax season wraps up, it's the perfect time to start planning for next year. This guide breaks down how proactive tax planning and strategy can help you reduce your…
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Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover

Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover

Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the…
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Calm the F(inancial) Down

Calm the F(inancial) Down

Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential…
Read More

Your Full-Time Fiduciary® Provides:

An uncompromising fiduciary standard

Consultations empowered and informed by technology

Access to certified and experienced professionals
Ongoing and as-needed analysis and advice
Simple, fair, and transparent fee-only financial advice
Proactive communication and support
Financial Planning Fort Collins
5.0
Based on 9 reviews
review us on
Sharon Hamman
FPFC is an excellent organization. Professional and willing to listen carefully so as to meet your needs and support you in making best choices for you!
John Lombardi
Really valuable insights and great people to work with. Highly recommend.
Julie K
I can't express enough how good Jason is with financial planning. He is extremely knowledgeable and definitely can figure out what is the best strategy for financial well-being.
Andi
We have been with Financial Planning of Fort Collins for almost 2 years now. Jason, Regina and Riley answer our many questions quickly, accurately and without judgement. The team lowered our tax bill, and helped to make sure that our finanncial goals aligned with our life goals. Our portofolio, and our confidence in our plan has never been stronger. Initially, we chose this group because they are a fee only financial planner, and a fiduciary. We were tired of the commission hungry sales persons trying to "sell" products under the disguise of being a fiduciary. We stay with Financial Planning of Fort Collins because they offer current expert advice on everything from how and where to invest, how to set up a budget, to what insurance options may be best for us. We would recommend this group to anyone - whether you are just beginning your financial journey or at the end of it!!!!
Steve Johnson
Jason and his team are always prepared and ready to talk over our needs.
Katherine Brandt
Jason, Regina and their team has been pivital in helping with getting finances on track, helping plan for our future and being incredibly knowledgable about options for my family.
Carol Fergus-Irvin
I’ve been a client of FPFC since around 2010 or so. Jason is a mensch! He is fair, smart, and kind. I’m old and cranky and he is always reasonable and accommodating.
As a former IRS Agent, I can attest to his tax expertise. An honest, knowledgeable and fun firm.
Tom Stoffel
For more than a decade, Jason and his team have consistently served our financial needs with prompt, professional, and personal attention. Very highly recommended!
John Schulte
My wife and I love working with Jason, Regina, and the entire team at Financial Planning Fort Collins. They have given us a lot of useful advice and they are not trying to push us to buy any particular financial product.
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Please note: FPFoCo has selected the reviews shown here, and they may not reflect all experiences or your experience with the firm. No compensation has been provided for any review. No conflicts of interest exist between the reviewers shown here and FPFoCo.

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Let's Get Started

If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.