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#FinancialPlanning #FortCollins. Your Full-Time Fiduciary®. An investment advisor registered in CO, CA, & LA. Tweets≠advice.

Fort Collins, CO
Joined August 2012
Read about Christin's experience teaching her son financial responsibility through the relatable and meaningful goal of saving $1,000 to buy a dog: fpfo.co/ #FinancialLiteracy #PersonalFinance #FPFoCo
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As 2024 comes to a close, take a moment with #FPFoCo to reflect on an incredible year. Read about our client success, community support, strengthened expertise, and financial education efforts in our latest blog: fpfo.co/4fJWiVc #YearInReview #2024 #FinancialPlanning
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As we close out 2024, our office will be closed on Jan. 1 to ring in the #NewYear. 🍾 🕛 🥂 We look forward to working with you in 2025! #FPFoCo #FinancialPlanning
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As the holiday season approaches, we extend our heartfelt gratitude to you. Thank you for trusting us to join you on your financial journey. #HappyHolidays and a prosperous #NewYear from the #FPFoCo team! Please note that our office is closed on Dec. 25. 🎄
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Explore the financial considerations involved in moving across the country. Riley discusses the financial preparation and planning that went into his recent move from Boulder to Bend in our latest blog. fpfo.co/4ixFwuR #Moving #CostofLiving #PersonalFinance #FPFoCo
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Celebrate gratitude this holiday with giving! Explore local shopping, tax-smart donations, and employer-matching gifts to make a meaningful impact in our latest blog. fpfo.co/3B9W4s0 #HolidayGiving #HappyThanksgiving #FPFoCo
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Happy #Thanksgiving from the #FPFoCo team! 🦃🍂 Our office is closed for the holiday Thursday & Friday. We wish you and your loved ones a wonderful day of connection and #gratitude.
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What’s in a name? Learn why legal name consistency matters in your financial life. Plus, review a step-by-step list to ensure your accounts accurately reflect yours in our latest blog: fpfo.co/3OcbYFn #PersonalFinance #NameChange #FPFoCo
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#HappyHalloween from #FPFoCo! 🎃👻 3 quick financial horror stories from Regina's life show that even financial planners have their frightful moments! If they can recover from them, you can overcome missteps, too. Treat yourself: fpfo.co/48rVJgx
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Happy #LaborDay! Our office is closed today as we celebrate our team and everything they do for our clients. We hope you’re enjoying a well-deserved day off, too! Don't forget, you can access your financial information anytime through our portal: fpfo.co/portal #FPFoCo
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As #wildfires again burn here in Larimer County, across the country, and beyond, preparedness is key. Learn about key areas of your #HomeownersInsurance and what you can do if your home is in a mandatory evacuation area. bit.ly/4fygavB #FinancialPlanning #PersonalFinance
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When you've been #saving for a goal, actually spending what you've saved can be tough — but overspending can be equally difficult. Learn how to find balance through planning to spend and spending intentionally in our latest post: fpfo.co/4de5yzU #PersonalFinance #FPFoCo
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Explore the future of #work: How could rapid changes due to economic shifts, technological advancement, and employee preferences impact your #PersonalFinances? fpfo.co/3S35lHC #FutureofWork #WorkTrends #AI
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For those who don’t have children, #FinancialPlanning requires a different approach. Learn about key considerations for #SINKs and #DINKs in our recently updated blog post: fpfo.co/3dZ4SVR #FPFoCo #PersonalFinance
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Do you follow our #podcast, Money & Taxes from Bb to XYZ? We have a special episode dropping next week, and you won’t want to miss it! Hint: It features Dr. Jay of @‌childfreewealth! fpfo.co/money-taxes-bb-xyz #SINK #DINK #FinancialPlanning #PersonalFinance
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We’re proud to announce our updated brand — starting with our new logo! While we look different on the outside, we’re still the same #FPFoCo at heart. Learn more in our latest blog: fpfo.co/3RqxwjF #FinancialPlanning
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Are you better off buying a #home or #renting your residence? Learn how much home you can afford, what your down payment should be, and whether it makes sense to buy or continue renting. fpfo.co/3ynGwPI #homebuying #FPFoCo #FinancialPlanning #PersonalFinance
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Are your #investments overly concentrated in one #stock position? Use your CHOPS to #diversify your #StockPortfolio and avoid letting it build to an uncomfortably risky level again. fpfo.co/3vBDart #FPFoCo #Stocks #PersonalFinance
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Check out our latest video! In “Why Is Jason So Excited About LLCs?” you’ll learn what an #LLC is, what one can and can't do when it comes to your #taxes, as well as what they will and won't do for your business! youtube.com/watch?v=DSSgqtA_… #FPFoCo #FinancialPlanning #PersonalFinance
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It’s #EstatePlanning month here at #FPFoCo! From drafting your documents to updating beneficiaries and writing your letter of wishes, schedule your consultation with Regina today: fpfo.co/meet #FinancialPlanning #PersonalFinance
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