At Reset Financial Planning, I help individuals and couples navigate the financial decisions that matter most during life’s turning points. My firm specializes in flat-fee, fiduciary financial planning and investment management for people preparing for retirement, receiving an inheritance, or moving through a major life transition. Clients come to Reset Financial Planning for thoughtful, tax-smart retirement income planning, clear organization of their financial picture, and a long-term partnership built on transparency and trust. I combine comprehensive financial planning with ongoing investment management under a simple, fixed annual fee—free from commissions or asset-based pricing. My specialties include: • Retirement readiness and retirement income planning • Inheritance and sudden-wealth guidance • Financial planning through divorce, loss of a spouse, or other transitions • Tax-efficient strategies for long-term financial health • Investment management grounded in clarity, simplicity, and evidence-based principles • Comprehensive planning that brings every part of your financial life into one organized strategy Serving clients locally in Northern Colorado and virtually nationwide, my goal is to help you feel confident, supported, and prepared for whatever comes next.

Website: resetfp.com

Phone: (970) 232-3171