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Comprehensive Personal Financial Planning in Boulder/Denver Colorado - Our Approach
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Focused Financial Planning, Inc. is a fee only financial planning firm committed to charge on a retainer basis or hourly. The financial planning that we practice is goal oriented. This entails setting shorter and longer term goals, and then creating a financial plan that will enable the client to reach their goal. This is a long term process, and guiding our clients and being there as their financial coach is the company's up most priority.All the financial plans are tailored specifically to the unique needs of every single client. They all have one thing in common, and that is for the client to have a secure, financial future, and the client will know what they can and cannot expect. Here are some of the aspects that are discussed in a financial plan, other ones might be added depending on the needs of the client:
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- Complete and comprehensive financial analysis as well as coaching and implementation after the analysis
- Specific financial need analysis such as college/education planning, retirement planning, cash flow analysis among others
- Most people are over-insured in some areas, underinsured in others. The financial plan will tell you to make sure you get the most for your insurance dollars
- Looking at the estate plan issue such as a need for a will, living trust, other types of trust, charitable giving and estate taxes
- Minimize your tax liability to the maximum allowed by law
- Help setting up a budget and monitor it using Quicken or Excel
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| There are many reason why you need a fee only financial planning firm, but here are a few: |
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- Many people don't want to face the task of tackling the money issue by themselves
- We have no minimum of assets requirement, just a willingness to work with someone for a safe financial future
- We only sell knowledge and are paid with a fee. We receive NO commission for anything we recommend, and therefore can be much more objective
- We are looking for clients that would like to build a relationship for a bright, safe financial future
- We are Certified Financial Planners as well as Registered Investment Advisor and are complying with all regulatory requirements
- Middle class individuals and families have as much of a need for financial planning as high net worth individuals, just some issues are different
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| Swiss Precision. American Knowhow.™ |