Your team: Colleen Knopinski and Rob Fauver

When we came together as a team, we knew that our strengths combined would prove an asset to our clients. We've both lived in the Boulder area for over 20 years, and our experience speaks for itself. Clients trust us and enjoy working with us.

People Not Products

As fee-based planners, we have the freedom to build the best portfolio for each client, without being influenced by commissions. Our style seeks to provide portfolio preservation through all market conditions. And for our retired clients, we emphasize withdrawal-based planning for lifetime income.

Certified Financial Planner ^TM (CFP ^®)

Our CFP credentials are backed by a two-year board certified education process and years of experience. We participate in continuing education to stay up to date on the latest developments in financial planning. Further, we are bound by a code of ethics to put our clients' interests first.

Investments: Discipline and Innovation

Developing a sound investment plan requires a combination of discipline and innovation. We focus on achieving portfolio returns using time-tested investment principles. We don't chase the latest investment fads. Instead, we monitor market conditions, and then explore cutting edge investment techniques that make sense for you.

Your Financial Plan

Financial Planning for Life means we build a financial plan tailored to your objectives - both personal and financial. We start by asking questions, gathering data, and then mutually defining your financial targets. This includes analyzing and evaluating your financial status to design and implement a customized plan. Once we've developed and presented your financial planning recommendations, we'll initiate your plan. And finally, we monitor your plan's progress toward your goals.

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