![]() ![]() Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. We make no representation as to the completeness or accuracy of information provided at third-party websites. You'll find ways to keep everything organized, including health and food journals, budgets for business or home, trip planning spreadsheets, sales call logs, and more. When you access any external link you are leaving our website and assume total responsibility for your use of the website you are linking to. Keep track of all your plans with handy, customizable templates for all your planning and tracking needs, whether for business or personal use. ![]() PLEASE NOTE: External links are provided strictly as a courtesy. Also, use the worksheet to plan for next month’s budget. FPFoCo can only provide individualized services after you sign an agreement and receive required disclosures. Make a Budget - Worksheet Use this worksheet to see how much money you spend this month. Please contact us for more detailed information about the services we provide. pdf-1020-make-budget-worksheetform.pdf (507. This website provides general information only about our services and should not be viewed as individualized advice. Make a Budget - Worksheet Use this worksheet to see how much money you spend this month. For those persons inquiring from states or jurisdictions where FPFoCo is not currently registered or exempt from registration, FPFoCo will not provide advisory services in that state until after the appropriate registration is made in the applicable state. This website does not represent an offer of or a solicitation for advisory services in any state or jurisdiction of the United States or any country where FPFoCo is not registered or does not qualify for an exemption or exclusion from registration requirements. owns the certification marks CFP ®, C ERTIFIED F INANCIAL P LANNER™, CFP ® (with plaque design) and CFP ® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. įinancial Planning Fort Collins is a trade name of Fort Collins Tax Service, LLC, and is an investment advisor registered in the states of Colorado, California, and Louisiana.įorm ADV Part 2 Brochure Form CRS Fort Collins Tax Service, LLC, Discount PolicyĬertified Financial Planner Board of Standards Inc. Providing comprehensive fiduciary support for every stage of your financial life. Financial Planning Fort Collins® | 375 E. Horsetooth Road, Bldg. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |