A financial plan is more than numbers, it’s the roadmap to an ideal life
I think there is more to living your ideal life than just money can provide. I strive to get to know you and the values and ideals that are important to you. We can then align your overall financial strategy toward accomplishing those values, helping you have your ideal life. It’s the most rewarding part of my job!
Dave Smiley
CERTIFIED FINANCIAL PLANNER™
I love to see small business owners thrive.
My experience as a business owner shaped my worldview regarding finances. I love working with small businesses people and entrepreneurs to support their dreams, reduce their stress, help them achieve financial freedom and thrive. It’s a much-needed partnership when you are growing your business alone.
Matt Hoaglin
CERTIFIED FINANCIAL PLANNER™
Helping people keep their eye on the goal of retirement happiness.
Corrections in the market happen regularly and are a natural part of markets. But, that doesn’t mean we always like them when they happen. I enjoy helping clients unpack what the change means in the long and short term, so they feel informed and prepared without relying on confusing media noise and hype.
Stephen M. Pease
CERTIFIED FINANCIAL PLANNER™
Focused on finances, not fads.
We focus on what you want and need from your investments. By spending time learning about you, we can more closely align your long and short-term goals to create the right portfolio for you.
Headlines can be scary, but we know history has shown that sticking to a plan is the key to financial success. When it seems like the world has gone sideways, we stay the course. When we see opportunities that aren’t fads, we make smart investment choices for you.
We help our clients identify their business and financial needs.
Rather than pigeonholing you as someone who favors being “moderate” or “aggressive” when it comes to your money, we consider your tolerance for risk and growth based on your life plans now and in the future.
We want you to feel less stressed about finances and more secure about your future.
Our Values.
We believe we are the best in Durango wealth advisors because of our unwavering belief that our clients financial future is as important as who they are.
Why Work with a Certified Financial Planner™ Professional
Extensive training
To earn the CFP® designation, designees had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements
A trusted partner
Honesty and transparency is important when it comes to dealing with your finances. We’re committed to represent our clients with a high level of competency and professionalism.
Code of Ethics
Additionally CFP® professional have to adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
A clear roadmap for success
Working with a CFP® Professional provides you with the peace of mind that who you are working with has been trained to guide you through a complete financial plan.
