Prospective clients of Colorado Wealth Group have a choice: consultative, fee-based Financial Planning, or skipping directly to implementation based on a need analysis.

Although most can benefit from a comprehensive financial plan, not everyone needs this in the beginning. Many come to us with certain goals in mind and we can assist in the implementation of those specific priorities. In these scenarios, our compensation comes from managed investment accounts or assistance in obtaining insurance.

Most clients opt to take a deeper dive into building their financial plan to discover where they truly are and where they need to be, and therefore choose to pay a fee up front for our services. Upon execution of a financial plan, clients have a choice where to implement our recommendations (a current advisor, themselves, or hiring CWG).

Regardless of the path of engagement, Colorado Wealth Group is here to ensure that your plan will be custom fit for your needs. Please reference the chart below for an explanation of how we work:

CWG Process Flowchart - Page 1.png