We’re Flatiron Financial Planning
A fee-only Registered Investment Advisory (RIA) firm serving clients in Boulder, CO and beyond.
When it comes to money management, everyone has different needs.
That’s why we offer:
Comprehensive financial plans
From retirement planning to college funding, we’ll take a look at every aspect of your financial picture to create a strategy that accommodates both your current needs and your future goals so you have a clear vision of the journey ahead.
One-off project assistance
Maybe you just want a second opinion, or maybe you need guidance on a specific financial decision. Whatever the case may be, we’re available for any amount of time so you get exactly what you need, right when you need it.
Annual financial checkups
For those looking for some peace of mind as the year comes to a close, we offer one-time yearly meetings where we’ll review your current financial state, provide recommendations and offer objective advice so you start the new year off strong.
We’ll review your accounts — retirement, savings, college and even Health Savings Accounts (HSAs) — and provide objective recommendations on how to create a diversified, low-cost portfolio that supports each goal while optimizing your portfolio's overall tax efficiency.