Financial Planning With Your Life At The Center

Custom financial planning and investment management focused on what is most important, you and your life.

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Life Centered Financial Planning, We Call It Planning For Life

A simple approach to financial planning focused on what matters most to you

01.

Financial Planning

As financial planners in Fort Collins, our idea of true wealth is reaching that point where you have enough assets to do what you want, with who you want, when you want to do it. Our goal is to help you stay on the path to financial success and freedom.

Investment Management

Common sense investment management is the best way we choose to describe our approach to managing the value our clients instill in us. We actively monitor market trends and the economic landscape, using our years of expertise and vast resources to develop custom investment strategies that not only suit your goals but also make sense.

crop woman using calculator and taking notes on paper

Contemporary house set in neighborhood in Colorado

03.

Estate

Despite common understanding, estate planning is not only meant for the rich. If you own property, estate planning is essential to the goals of securing your property and ensuring it is adequately shared among your successors. When working with a financial planner, be sure to ask how they can help you manage your wealth and estate. For every parent, estate planning is a crucial step to undertake before their unfortunate demise.

Insurance

It is best to plan for the unexpected, and one of the best ways to do this is by including insurance as part of your financial plan. From life insurance to long-term care insurance, we will assess if having some form of coverage in place may be suitable for you.

Dunnigan’s Mission

Simply Put, We Work to Serve You.
A New Approach to Planning

Our comprehensive financial planning services are driven by a genuine desire to serve our clients. With pride, we craft creative investment strategies that align with your unique circumstances. Understanding what matters most to our clients and helping them create a better life is our priority.

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Discovery

We take a thorough approach to understanding your personal and financial story to create a plan that is designed specifically for you.

Analysis

Our comprehensive process is designed to ensure that we truly understand your needs, goals, and aspirations.

Action

Once we have your numbers, we combine them with your story, and create a financial plan that is focused on you and with your life at the center

By Shawn W. Dunnigan, MBA, CFP®

The Power of a Plan

How a simple Financial Plan Can Help Your Thrive Beyond the Numbers & Take Your Life From Overwhelmed to Overjoyed

The Power of a Plan is a financial fable where the story’s characters encounter the lessons of their financial lives and feel the pressure that money can have on our emotions and everyday lives. The characters, upon making the long-avoided decision to work with a planner, experience the positive upward momentum of having a life-centered financial plan in place.

The lessons taught in this book and the topics discussed are focused on you as the reader. By the conclusion of the story, you will find that just like the characters, you have the power to begin your financial journey and face the challenges that may lie ahead of you and take your life form overwhelmed to overjoyed.

Financial Planning

Designed For You

We believe that financial planning is more than just numbers and spreadsheets – it tells a unique and personal story. Our aim is to help write your story by providing expert guidance and support along your financial journey.

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Among all things, it is our relationships which prove to be our greatest assets

Shawn DunniganMBA & CFP of Dunnigan Financial

Someone’s sitting in the shade today because someone planted a tree a long time ago

Warren BuffettCEO at Berkshire Hathaway

In the end, it’s not about the coffee. It’s about the people you’re with when you drink it.

Howard Schultzformer CEO of Starbucks

The journey of a thousand miles begins with one step

Lau TzuChinese Proverb

The greatest gift you can give your family is a well- thought out and executed financial plan

Shawn DunniganMBA & CFP of Dunnigan Financial

Financial Planning With Your Life At The Center

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