Giving Back

Our Giving Philosophy

At Financial Planning Fort Collins, we believe in being involved and giving back to our local and global communities.

How Do You Give Back?

Develop your giving philosophy with our FPFoCo Academy Module titled Philanthropy 101: How to Give Your Time, Treasure, and Talent.

As financial planners, we take pride in our ability to be influential in our clients’ philanthropic journeys. We find it important to communicate with our clients that they can personally give their time, treasure, and talent. 

The members of our firm try to practice what we preach by giving back. We have personal philanthropic missions, and we encourage one another to schedule time to volunteer, donate blood, and participate in other philanthropic efforts. 

We also come together as a team to determine how we can give to organizations as a way to honor our clients. Every December, we discuss which nonprofit organization to donate to on behalf of our clients. Here’s a list of nonprofit organizations that FPFoCo has supported in the past. We’re excited to see this list grow over time.

Boys & Girls Clubs of Larimer County
CASA for Children Larimer County
Center for Disaster Philanthropy
Crossroads Safehouse
Equal Justice Initiative
Friends of Laughing Buck Farm
Homeward Alliance
NAACP Legal Defense and Educational Fund
Respite Care
The Family Center/La Familia
Riffenburgh Elementary Parent Teacher Organization
FoCo Cafe
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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:
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  • 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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Our process helps those nearing or in retirement with the following:
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  • Never overpay the IRS.
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