Dunnigan Financial
Fort Collins Financial Planning
01.
Planning For Life
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.
Our planning process provides a robust roadmap to pursuing this success and allows us to create a financial plan centered on what matters most, you and your family. We act as an investment fiduciary to put your needs above our own to serve you and your family to the utmost of our abilities. With our consultation and ongoing reviews, you can feel confident that we are continually monitoring your progress, adjusting strategies as needed, and providing experienced guidance tailored to your unique financial situation. Our objective is to help you achieve your goals, no matter how the financial landscape changes.
02.
Client Centered
Financial management can seem like an intimidating and daunting task, but as certified financial planners serving Fort Collins, we are here to help guide you through the uncertainty and design a plan that is custom-fitted to your life and financial needs. You define your financial goals, and we assist in creating a detailed roadmap with the goal of achieving them. Our expertise helps you navigate the complexities of financial planning, with the goal of strategically aligning each step with your destination. Together, we turn your financial aspirations into a clear and potentially achievable plan, providing guidance and support along the way.
By Shawn W. Dunnigan, MBA, CFP®
A Process Designed For You
It is from our financial planning process that we gain an understanding of the ways we can bring value to you and your family. We seek to create a strong bond and partnership that allows us to accurately develop a financial strategy most suitable for you. We aim to not only develop a plan aligned with your financial goals, but to match those goals with your values and character. The idea of giving information related to your finances over to someone else can be scary, but our services are all about looking at the financial elements of your life, and creating a plan to help you as an individual or as a family, meet your goals. The idea of giving information related to your finances over to someone else can be scary, but our services are all about looking at the financial elements of your life, and creating a plan to help you as an individual or as a family, meet your goals.
03.
What’s Included In My Financial Plan?
Your financial plan is designed to fit your life and your needs when it comes to your goals around your finances.This could include things like paying for your kids to go to college, how to save for a comfortable retirement, creating an emergency fund, creating an estate plan, and even giving money to your favorite charity. Our fee based financial planning services in Fort Collins range across a wide variety of functions that all depend on what your financial situation requires. Some common areas that we focus on include:
- Retirement Income Analysis
- Tax Planning
- Estate Plan Review
- Insurance Review (Life and Long-Term Care)
- Investment Management Analysis
- Budget Analysis
- Business Succession Planning
- Alternative Income Strategies
- Debt Analysis
- Cash Flow Analysis
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.