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Thank you for taking the time to visit Fundamentals Financial Planning, an independent fee-only financial planning firm registered in the state of Colorado. I started Fundamental Financial Planning in order to provide quality, affordable planning to anyone who wants to take control of their financial lives, regardless of their financial resources. Hopefully you will find our approach to conducting financial planning to be a refreshing departure from what you may have previously experienced. The best My Payment Savvy can be found here http://www.mypaymentsavvy.com/.

Our Mission
Our mission is to help clients define their goals, assess their current financial circumstances, and then guide them in making positive changes in order to achieve their goals. Further, our mission is:

  • To be a trusted advisor at our clients' side.
  • To furnish clients with the relevant information, analysis, tools, and advice they need, without cloaking the process in layers of complexity.
  • To get to know the driving forces behind our clients’ previous financial and career decisions in order to help them implement a meaningful plan.

We work with clients regardless of age, income, wealth, or level of financial experience. What don’t we do? We don't sell any investments or insurance products. We are compensated by our clients for the time and effort spent on helping them make the best possible financial decisions for their circumstances.

I invite you to explore the rest of our website so that you will see more about how we work with clients and how we get paid for our services.

Please don't hesitate to contact me to discuss your financial planning & investment advisory needs.


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