Tag: fee-only

Take your financial confidence to the next level!

10 questions to ask your financial advisor

10 Questions to Ask Your Financial Planner

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners for the rest of their…
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May 19, 2020 0
Noco newspaper personal financial planner

Northern Colorado Fee-Only Financial Planner Guest Writer at North Forty News

In 2019 I was excited to team up with the North Forty News to begin providing financial education to Northern Colorado in the form of guest articles. Below you can explore the contributions that have made their way to the North Forty News in their digital format. If you are in Northern Colorado, I encourage you to consider subscribing to this great Colorado owned local newspaper. Financial Triage Amid Covid-19 Are You Receiving a Stimulus…
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January 23, 2020 0
Why Level Up Financial Planning is different

Why Level Up Financial Planning?

If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the…
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December 10, 2018 0