Tag: fort collins

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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
Tax Planning Services Fort Collins

Power Up Tax Planning Services Has Officially Launched

Power up your finances with a tax strategy! Why Power Up? Tax planning is a huge part of the value add I provide, but until Power Up, I did not have the ability to file taxes for my clients. When practically all of my clients have asked me if I do file tax returns, it became too hard to ignore that this had to happen. The Power Up Difference Most tax preparers are order takers.…
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January 20, 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