Fee Only Financial Planner (Fiduciary)
Virtually out of Fort Collins

Hi! I'm Lucas and I can help you achieve
the next level

Take Your Financial Confidence to the Next Level!

What Is Your Wealth Potential?

Did you know that your wealth potential can be measured by a few critical wealth stats? I use this same assessment with all of my clients and it is crazy how accurate it is.

Visual Results

Suggestions to Improve

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Wealth Stats


Living below your means is a critical factor in wealth building.


Measures the level of assurance in your financial decisions.


Measures your thoughts on the role of luck and personal actions.

Planning & Monitoring

Wealth accumulation takes a focused and thought-out process.


Setting and reaching goals requires discipline and focus.

Social Indifference

How impacted are you by outside influences?

Take Your Financial Confidence to the Next Level!

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