Davinci Financial Planning :: Full Service Financial Planner : Colorado Spring and Denver, Colorado

Financial Planning Services

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Struggling to find an experienced Certified Financial Planner who listens, gives careful consideration to your long-term goals and pursues a constructive, coordinated approach to meet them?

I founded DaVinci Financial Planning, Inc., a fee-only, full service financial planning and investment management firm to help you stay on track.

I can work with you in a couple of different ways:

Financial check-up - flat fee $500
What you will receive:
1. Answers to these key questions
  - How prepared you are for your retirement.
  - How your current investments are set up to meet your goals.
  - If you are in retirement, how you should start taking money out of your investment accounts in the most optimal way.
  - How to best fund your children’s college education
  - How to reduce your debt
  - How much insurance is enough and which type is the best for you
  - How to best protect your assets
2. Written recommendations on how you need to restructure your finances to meet the above mentioned goals.
  
  Specifically, I will provide you with a detailed analysis and written practical recommendations that you can implement right way.
  
  For retirement, I will let you know how financially prepared you are today, how much more and where you need to save, and/or how you should adjust your retirement expectations.
  
  I will recommend how you need to re-allocate your investments, taking into consideration your goals, time horizon, risk tolerance, and tax situation.
3. Support for 60 days.
What you will need to prepare:

To help us serve you better, please complete this brief questionnaire and email to denisa@davincifp.com or fax to (877) 576-2862.

Financial Questionnaire - (Microsoft Word)
Financial Questionnaire - (PDF)

What you can expect:
1. First session: We will discuss in detail your goals and review your current financial situation.
2. I will perform an analysis of your financial situation and come up with written recommendations.
3. Planning session: We will review my recommendations and prepare an action plan for you to implement these recommendations.

Comprehensive Financial Plan
If you are looking for a long-term financial planning partner and a mentor, this option is for you.

"We could have kept our assets with another advisor but decided to go with Denisa and her team. They not only pro-actively manage our investments, but more importantly she stays in touch with us to make sure we are on track. We have access to her financial advice all year round. At our reviews, she updates our financial plan and lets us know how we are doing with funding our son's college education and with our retirement." - Steve & Amanda J., Monument

Comprehensive Financial Planning includes:
1. Professional active management of your investment portfolio, which is coordinated with a comprehensive financial plan. I believe that a coordinated effort between investment management and financial planning is the best approach to help you meet your long term goals.
2. An on-going support and unlimited financial planning visits.
What you can expect:
1. I will first prepare a detailed financial analysis, addressing these areas:
  - Cash flow and debt
  - Retirement preparedness
    - Qualified Plan Investment Selection & Allocation
  - Pension Plan Distribution Recommendation
  - Employee Stock Options Planning
  - Investments
  - Insurance
  - College Education funding
  - Tax Situation
2. I will then create an investment portfolio model that is customized to your needs and complements your financial plan. Your investments will be structured to meet your goals, tax situation, risk tolerance and time horizon.
  
  We will work closely together as you begin your transition to retirement. We will update your retirement plan for you to start taking your distributions and adjust your investment management accordingly.
Our Fees: A percentage of assets under management, which also serves as a retainer for comprehensive and on-going financial planning services. There are no hourly fees or commissions!

Click the links below to find out more information about these specific areas of financial planning.

Schedule your confidential consultation today:

719-634-6944
303-625-4071
Skype: denisatova
Email: denisa@davincifp.com

Thank you in advance for your most kind referrals.