Financial Planning
For Individuals and Families
No matter what your bottom line, it’s critically important to your family and your future.
We offer a variety of services for our clients.
- Dedicated team including Lead Advisor, Financial Planner, and Client Service Manager
- Personal financial planning with annual plan update
- Custom client portal with real-time data
- Retirement planning
- Estate planning
- Education planning
- Charitable planning
- Risk management
- Coordination with CPA, attorney, and other advisors
- Educational events and newsletters
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Financial Planning
Most Colorado Financial Management client relationships include a detailed financial plan, which drives our investment strategy. Our dedicated team of financial planners does not take a “cookie cutter” approach to our clients’ futures. Instead, we provide comprehensive financial counsel while developing a personalized financial plan that reflects each family’s needs, objectives, and aspirations.
We start with a detailed questionnaire that asks about assets, liabilities, and income. We take into consideration any major life events, such as the education of a child or elder care responsibilities. We review the client’s retirement objectives, tax situation, insurance needs, and whether their estate plan and other critical documents are up-to-date.
If, during the financial planning process, we find that a client is in need of additional professional assistance, we can provide expert referrals from our trusted network. As a last step, we integrate their personal financial plan into their investment plan to help them achieve their personal aspirations and secure their financial future.
Our financial planning team includes over ten planning professionals with extensive experience in investments, real estate, insurance, estate planning, business ownership, and banking.