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How We Work

How We Work

Reserve a Consult

We offer many services at Colorado Wealth Group; however, most of our new clients choose to use our Financial Planning Process as their first engagement with us. Research shows that your chance of success increases by 42% just by writing down your goals, and our planning process is that and much more.

Our Financial Planning Process

Step 1
Step 2
Step 3
1

Get Organized

After a short, initial consult with a Wealth Advisor, you will be guided through a data-gathering process in preparation for a Financial Plan proposal.

2

Get a Plan

You will work with your Wealth Advisor and the team to customize your Financial Plan for maximum probability of success.

3

Get Going

Every plan comes with a checklist of recommendations for you, and potentially CWG, to execute. You will then meet with your Wealth Advisor twice a year to ensure that you are taking action and staying accountable to your goals.

A blue dashed curved line with a solid blue starting dot, illustrating directional flow or movement from left to right.

Get Organized

After a short, initial consult with a Wealth Advisor, you will be guided through a data-gathering process in preparation for a Financial Plan proposal.

A blue dashed curved line with a solid blue starting dot, illustrating directional flow or movement from left to right.

Get a Plan

You will work with your Wealth Advisor and the team to customize your Financial Plan for maximum probability of success.

A blue dashed curved line with a solid blue starting dot, illustrating directional flow or movement from left to right.

Get Going

Every plan comes with a checklist of recommendations for you, and potentially CWG, to execute. You will then meet with your Wealth Advisor twice a year to ensure that you are taking action and staying accountable to your goals.

Dramatic black and white image of a snow-covered mountain peak, representing strength, stability, and long-term vision at Colorado Wealth Group

We are a comprehensive financial planning firm that empowers our clients with the blueprint to achieve their lifelong goals. Before consulting with Colorado Wealth Group, many of our clients were managing their own investment strategy before coming to realize that objective fiduciary guidance might be what they need most.

We understand that there are many "do it yourself" options for investing; however, when it comes to finding customized expertise, it may become challenging but is well worth the effort.