Who We Are: Certified Financial Planning and Wealth Management

Colleen M. Miller CFP^TM Professional

Colleen specializes in providing financial planning services, investment advice and wealth management services to individuals and businesses on Fee-Only or retainer basis. With her extensive background in the financial planning industry - as a CPA, Attorney and CFP ™ Professional – Colleen provides clients with the total picture for their unique financial situation.

Colleen is Fee-Only so that she can maintain her professional integrity - there is no conflict of interest as there is no sales bias. She provides a unique service with her flexibility to hone in on issues that need to be resolved for her clients to attain their goals.

Colleen works directly for her clients, not accepting any third-part compensation such as commissions or referral fees.

Core Service Areas are:

Professionals such as: chiropractors, dentists, veterinarians, physicians, pharmacists, architects, consultants, appraisers, who are seeking broad based financial planning and investment advisory services.

Family-owned businesses having tax, financial planning, 401(k) and other advisory needs.

401(k) plans -- advise business owners on their 401(k) plan investments, employee education and compliance.

Working with clients in Fort Collins, Longmont, Denver, Boulder and Cheyenne, Wyoming Colleen helps people in need of Wealth Management Services, Financial Planning Services, and other financial services (see list below). Colleen provides fee only financial planning on an hourly or flat fee basis.

Finance by Design, Inc. (FBD) is a financial planning and Registered Investment Advisory firm. Whether you need fee only financial planning or ongoing financial planning, the firm specializes in providing financial advice and financial planning on a fee only or retainer basis. FBD works with individuals and businesses to create customized plans based on their specific goals. Providing services in this manner is unique for the financial planning industry and allows you to obtain objective advice and independent thinking about questions you have for your specific financial situation. It puts you in control of your finances. You choose how much time you want to invest on your financial matters.

FBD's Colleen Miller, an investment advisor, works with people from all walks of life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future and need wealth management services - or are seeking to protect, enjoy and pass on those you already have - Finance by Design Inc.'s Colleen Miller, a Certified Financial Planner, can help you along the way.

Your financial goals may include:

Ensure retirement income
Reduce the burden of taxes
Planning for a new business
Create and preserve personal wealth
Maximize wealth transfer to future generations
Maximize business value for retirement
Reduce the risk of financially devastating events
Foster peace of mind through proper planning today

Colleen, an investment advisor, helps you reach these important goals by providing these services:

Personal Financial Planning
Business Financial Planning
Retirement and Life Transition Strategies
Business Transition Planning
College Funding Advice
Ongoing Asset Advice

OUR MISSION IS SIMPLE:Help our clients use their finances to achieve their life goals.