Dan Andrews, CFP® Financial Planning Fort Collins

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About Dan Andrews, CFP®

With unique experience working with millennials, Dan has served clients of all ages and backgrounds since 2012. Coming from an independent fee-only financial planning background, he joined Financial Planning Fort Collins in early 2020 as Vice President of Financial Planning. Dan enjoys guiding and encouraging clients to improve their financial literacy and while living well-rounded lives. His behavioral-finance style focuses on helping individuals create their own definitions of success, make good decisions, and be philanthropic along their journeys.

Dan graduated from the University of Denver with a Bachelor of Science in Business Administration and a concentration in Hospitality Management. His career includes working at luxury Aspen resorts, Walt Disney World, a Wealth Management firm in Denver, as an assistant football coach for a Fort Collins middle school, and running his own financial planning firm until joining the Financial Planning Fort Collins team.

In addition to his professional activities, Dan practices what he preaches by giving back to his local and global communities. With a focus on helping local non-profits improve their operations, Dan has been involved as the Vice President for the XY Planning Network Diversity Committee, the Public Relations Director for Colorado’s Financial Planning Association, and has volunteered for Social Venture Partners Denver, Meals on Wheels Fort Collins, and San Diego Zoo Global.

On a personal note, in 2013, Dan met his wife Lauren in Colorado. Lauren and Dan married in 2018 and share their home with their son, Quinn, and their blue heeler/jack russell terrier, Bogie. Dan’s interests include pinball, tennis, travel, and disc golf.

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Recently Published

What Are the ‘Seasons’ of Financial Planning?

September 23, 2020

Are you familiar with the “seasons” of financial planning? As our lives change, the phases we experience as we plan for our goals evolve, too. Learn about these seasons and how you can adapt your financial plan to each.

The post What Are the ‘Seasons’ of Financial Planning? appeared first on Financial Planning Fort Collins.

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Free Preview: Our Full ‘Sudden Money and Windfalls’ Module

September 16, 2020

A sum of money suddenly landed in your lap. What do you do with it? Get complimentary access to our "Sudden Money and Windfalls" e-learning module, of course! In the free module, you'll find our six-step process for making the most of your new wealth along with a fillable checklist you can use on your windfall journey.

The post Free Preview: Our Full ‘Sudden Money and Windfalls’ Module appeared first on Financial Planning Fort Collins.

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5 Money Lessons I Learned from Disney

September 9, 2020

Be generous with your assets and also proud of your money. Learn the stories behind these and three more Disney-inspired money lessons.

The post 5 Money Lessons I Learned from Disney appeared first on Financial Planning Fort Collins.

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Ideal Clients

  • Cash Flow/Budgeting
  • Gen Y/Millennials
  • Holistic Financial Planning
  • Mid-Career Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $149+/mo
  • Quarterly Fee: $1,000+/qtr
  • Hourly Fee: $149+/hr

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