Resources
The Colorado Tax Planning Guide for Growing Families
Proactive tax strategies for families whose income is growing faster than their tax approach.
● Which accounts cut your tax bill most in 2026, including one triple tax-advantaged option most families underuse
● Colorado-specific moves: flat state tax, no-cap 529 deductions, and property tax exemptions
● Advanced strategies for higher earners: Roth conversions, donor-advised funds, and tax-loss harvesting
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10 Steps to Retiring in Colorado
A step-by-step roadmap for turning retirement savings into a retirement income strategy built forlife in Colorado.
● How to calculate your actual retirement number and identify the gap between what you have and what you need
● The Social Security timing decision that can increase your monthly benefit by up to 76%
● A tax-efficient withdrawal strategy that can save tens of thousands over a 20–30 year retirement
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Am I Ready for a Financial Planner?
An honest self-assessment for anyone who's been thinking about working with a financial planner but hasn't pulled the trigger.
● An 18-point checklist across financial foundation, investing, taxes, and life planning —with a clear scoring guide
● What good financial planners actually do, how they're compensated, and why it matters whose interests are aligned with yours
● The specific life events that signal now is the right time versus when it can wait
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The Colorado Family Financial Planning Checklist
A practical checklist for Colorado families who are doing well financially but haven't built a real plan yet.
● Covers every area that matters — protection, debt, taxes, retirement, and estate planning — in one place
● Colorado-specific context on state tax, 529 deductions, and estate law that generic guides miss
● A simple audit system to see exactly what's done, what's in progress, and what needs attention
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What to Do With a Raise, Bonus, or Stock Options
A 30–90 day playbook for professionals who want to make smarter decisions after a meaningfulincome event.
● The real after-tax math on bonuses, RSUs, ISOs, and NSOs — before you spend or invest a dollar
● The right order of operations for deploying a windfall, from emergency fund to brokerage account
● How to manage concentration risk when too much of your net worth is tied to one company's stock