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 the Director of Estate and 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

I Just Received an Inheritance … Now What?

November 25, 2020

You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only an inheritance plan — but also a strategy that allows you to continue a legacy of giving.

The post I Just Received an Inheritance … Now What? appeared first on Financial Planning Fort Collins.

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Financial Planning: Create Your Holiday 2020 Survival Guide

November 18, 2020

Are you ready for the holidays? Now is the perfect time to start preparing if you haven’t already. From doing the numbers on your budget to making your list and checking it twice, your financial plan can guide your survival this holiday season.

The post Financial Planning: Create Your Holiday 2020 Survival Guide appeared first on Financial Planning Fort Collins.

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You’re Invited: Join the Webinar and Create Your D.R.E.A.M. Budget!

November 11, 2020

Ready to be more intentional with your spending? Join our webinar and create your D.R.E.A.M. budget with cash-flow expert Nick True! Learn about Nick, get webinar details, and find the registration link inside.

The post You’re Invited: Join the Webinar and Create Your D.R.E.A.M. Budget! 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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