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MY Wealth Planners Snapshot
The mission of MY Wealth Planners® is to provide the highest quality Wealth Planning expertise to the public, in order to ensure that their life goals are met and their dreams achieved. We aim to achieve this by ensuring that every Wealth Planner is highly engaged and visible in the community of their choosing, providing as much service to the public good as possible while maintaining the highest standards of integrity and service on behalf of our clients. We seek to deliver on this by a simple maxim: Have we done everything in our power to help this person live their best financial life?
Our values are simple and detailed here:
Integrity: That our professional conduct and recommendations for clients are beyond question.
Loyalty: That we treat every client under the Fiduciary Standard, meaning that we act in their best interest with a duty of loyalty and care.
Selfless Service: That we are nothing without the community we surround ourselves with, and in that light, we must live and work to serve others.
Enthusiastic Engagement: That we show up energized and bring warmth to our client and community engagements, and serve as role models in the community of our firm and peers.
Ownership: That when we accept a task, we own that task. When we do anything, we take pride in how we show up and the results we produce.
Our values are simple and detailed here:
Integrity: That our professional conduct and recommendations for clients are beyond question.
Loyalty: That we treat every client under the Fiduciary Standard, meaning that we act in their best interest with a duty of loyalty and care.
Selfless Service: That we are nothing without the community we surround ourselves with, and in that light, we must live and work to serve others.
Enthusiastic Engagement: That we show up energized and bring warmth to our client and community engagements, and serve as role models in the community of our firm and peers.
Ownership: That when we accept a task, we own that task. When we do anything, we take pride in how we show up and the results we produce.
MY Wealth Planners® was the first fee-only CFP® Professional-owned firm in Longmont, CO, and is also Longmont's first Certified B Corporation. The firm offers individualized and highly tailored financial plans for families, in addition to supporting business owners in the development of executive compensation plans and group retirement plans for their employees. The firm additionally spends 10% of its time on not-for-profit efforts, including pro bono financial planning, professional association support, authorship of research and best practices for the field, and volunteering with local non-profits and charities.
MY Wealth Planners® is a politically neutral organization and invites employees and clients of all race, color, national origin, religion, age, sex, gender, sex and gender identity, sexual orientation, physical and mental capacities. We proudly affirm that we believe all members of our community are stakeholders in the success of MY Wealth Planners®, and as such, we believe in the equality and freedoms of all individuals who call our community home, and welcome everyone to be a part of it.
MY Wealth Planners® is a politically neutral organization and invites employees and clients of all race, color, national origin, religion, age, sex, gender, sex and gender identity, sexual orientation, physical and mental capacities. We proudly affirm that we believe all members of our community are stakeholders in the success of MY Wealth Planners®, and as such, we believe in the equality and freedoms of all individuals who call our community home, and welcome everyone to be a part of it.
