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

New Year, New Tax-Advantaged Savings Limits

January 12, 2022

How much can you contribute to your 401(k) or similar plan this year? What about your IRA or HSA? And how much should you contribute per pay period to reach the maximum on amounts you defer from your paychecks? Check out the new-for-2022 limits!

The post New Year, New Tax-Advantaged Savings Limits appeared first on Financial Planning Fort Collins.

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How You Can Handle Increasing Inflation

December 22, 2021

Inflation. Whether you've seen it in the grocery store, at the gas pump, or elsewhere, it's been getting tougher to miss. Learn what The Federal Reserve is doing to combat rising prices, and how you can navigate inflationary pressures in your own financial life.

The post How You Can Handle Increasing Inflation appeared first on Financial Planning Fort Collins.

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2021 Spending Review and New Year Budget ‘Reset’

December 15, 2021

2021 has almost come to an end — but it’s not over yet. For many, now is the time to set resolutions and get a fresh start in the New Year. It’s also the perfect time to review this year's spending and reset your budget for 202.

The post 2021 Spending Review and New Year Budget ‘Reset’ appeared first on Financial Planning Fort Collins.

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Ideal Clients

  • Holistic Financial Planning
  • Mid-Career Professionals
  • New Wealth

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $333+/mo
  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $4000+/engagement

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