Fee-Only Fiduciary
Fee-only, fiduciary financial planning based in Colorado Springs, serving clients elsewhere through virtual meetings.
We provide comprehensive, personalized guidance tailored to your goals, your timeline, and your life. Together, we'll create a clear plan that gives you confidence in your financial future.
Our fiduciary duty means your financial interests are our sole priority. You receive objective advice free from conflicts of interest, transparent pricing, and planning that's designed entirely around your goals.
Financial planning tailored to your unique journey. You choose the path that meets your needs.
Do you feel uncertain about your financial future or wonder if you're making the right decisions? We'll assess your current situation, understand your goals, and create a customized roadmap to give you clarity and confidence.
Two Options:
One-Time Financial Plan
A fully integrated plan tailored to your goals and circumstances.
$2,500 – $4,000
Ongoing Planning Relationship
We will build an integrated plan tailored to your goals and circumstances, followed by ongoing implementation support, plan updates, and expert financial guidance as your life journey continues.
$1,000 – $2,000 upfront, then starting at $100/month
Fees are based on the scope and complexity of your financial situation. We'll discuss the right fit during your free consultation.
Overwhelmed by investment choices or unsure if your portfolio aligns with your goals? We build and manage diversified portfolios designed specifically for your timeline, risk tolerance, and objectives.
Pricing
0.75% – 1.00% annually
Investment Management clients receive comprehensive financial planning and ongoing plan updates as part of the relationship, at no additional fee.
Investment Management service is subject to a $250,000 account minimum.
As an independent, fee-only firm, we're not bound by corporate quotas or product sales targets. This means every recommendation is tailored to your unique situation: your goals, your timeline, your life. We believe financial planning should be personal, transparent, and focused entirely on helping you succeed.
Your financial journey is unique. We take the time to understand your specific goals and craft strategies designed just for you.
We're legally and ethically bound to put your interests first. Always. No hidden agendas, no conflicts of interest.
Clear, straightforward fees with no commissions. You know exactly what you're paying and what you're getting.
Experience, expertise, and a passion for helping others thrive on their financial journey
Founder and Fee-Only Fiduciary Advisor
I founded Strong Mountains Financial Planning to combine two things I'm passionate about: helping people build financial confidence and using analytical thinking to solve complex problems.
After spending a couple of decades leading IT and Data & Analytics teams, I realized my favorite moments weren't about the technical work. They were the conversations, sitting alongside colleagues and friends, helping them work toward their goals and make confident decisions.
Why "Strong Mountains"? Great financial planning gives you both a solid foundation and a clear path forward, so you can take on your financial mountains with confidence.
Read more about Aaron →Schedule a free 30-minute consultation. We'll discuss what you're working toward and whether Strong Mountains is the right fit.
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