Daniel Colston, CFP® Upward Financial Planning
- 5301 Williamson Rd., Roanoke, VA 24012
- (540) 580-2501
- https://upwardfp.com/
About Daniel Colston, CFP®
Upward Financial Planning is a fee-only financial planning firm based in Roanoke, Virginia that serves clients locally and beyond.
We specialize in helping you plan for retirement. We help both retirees, pre-retirees, and young professionals grow their wealth and plan for lifestyle needs in retirement by crafting a comprehensive financial plan for investments, insurance, tax mitigation, retirement, and estate planning.
As members of the XY Planning network, we specialize in helping millennial investors who are interested in growing their wealth and building their futures.
Our CEO and financial advisor Daniel Colston, CFP® founded the company in 2022 and has been advising clients since 2018. He successfully passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam in November of 2019 and satisfied the 2 year experience requirement a month later. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary advisor, he puts your interests first in all financial recommendations. He wrote The Money Success Guidebook: A Step-by-Step Game Plan to Master Your Money and blogs regularly with the latest financial advice and trends to help you stay on track with your financial goals and well-being.
As a Kingdom Advisors member and annual conference attendee, Daniel also specializes in helping you invest according to your values relating to the environmental, social, governance, and ethics of the companies you invest in. This could mean ESG investing, biblically responsible investing, socially responsible investing, or targeting or screening specific companies, industries, or sectors.
Upward Financial Planning is committed to providing the highest levels of advice, follow-up, and service through hard work, constant innovation and staying up-to-date on the latest tax laws, investment trends, and technology tools. We believe that you deserve an advisor who is fighting for your financial well-being and not just someone with a “set-it and forget-it mentality.”
Everyone’s financial situation is different, but there are many similarities among those who are looking to retire soon or wish to invest money for their future. If you have questions about your finances, investments, or retirement, please call or fill out the form below to schedule a free consultation with Daniel today.
Recently Published
Financial Planning for Pastors
March 18, 2023Financial Planning for Pastors Holly: Hello, today we’re talking about financial planning for pastors. Daniel, you’ve worked with several pastors before. Can you explain how you came into this niche? Daniel: Yes I have several pastor clients, and I think it’s for several reasons, including the fact that I was a youth pastor for 6 […]
The post Financial Planning for Pastors appeared first on Upward Financial Planning.
Real Estate Investing 101
February 12, 2023Holly: Today we’re talking about real estate investing. Daniel, why are you so passionate about real estate investing? Daniel: Everyone loves the DIY real estate shows, right, but real estate can also be a very lucrative piece of your finances. Being a landlord and owning real estate allowed me the opportunity to quit my job […]
The post Real Estate Investing 101 appeared first on Upward Financial Planning.
Tax Planner vs. Tax Preparer
January 18, 2023Holly: Today we’re talking about tax planning. Daniel what is the difference between a tax-preparer and a tax-planner? Daniel: Well sometimes a tax preparer is also a good tax planner, but most often, the person preparing your taxes is simply inputting the data from what happened with your taxes last year, whereas a good tax […]
The post Tax Planner vs. Tax Preparer appeared first on Upward Financial Planning.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $50+/mo
- Quarterly Fee: $150+/qtr
- Flat Fee: $1500+/engagement
- Hourly Fee: $225+/hr
- Assets Under Management: 1.35%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
