Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
About Steve Foltz
Steve Foltz
Investor Coach
Colorado Springs • Denver
Steve is an investor coach with Mathies Financial Partners. He initially started his career in the investment services industry working for a large broker-dealer and life insurance company in Colorado Springs. This provided him the opportunity to see how a company that focused on selling products versus providing financial coaching and planning operated. In an effort to find a company that fit his personal investment philosophy, he connected with Mathies Financial Partners.
He came to our firm with a 20-year history of being an independent business owner and manager. He holds his master’s degree in counseling from Regent University and spent much of his life helping at-risk youth and their parents be successful in their communities. This passion for helping people translates well into his career with Mathies Financial Partners, where he helps families move toward financial peace of mind.
In his personal time, Steve enjoys dancing West Coast Swing, two-step and other country swing style dances. He also enjoys spending time in the Colorado Rockies hiking, biking and enjoying nature.
Our Proprietary
MYFIT Planning Process
The MYFIT process is the framework for our service, helping us delve deep into your situation and performing the heavy lifting on your path, freeing you up to focus on what’s important: you and your loved ones. It’s also about so much more than finding the right one-time solution for a single need. It’s about meeting your needs time and time again by tailoring our approach to fit both your financial and your personal life. These are the steps in our proprietary process as we work to discover a strategy to fit you.
MYFIT Discovery Session
MYFIT Analysis & Risk Assessment
MYFIT Plan Design
Discipline Implementation
Meet the Team
Above anything else, our team is here for you, and we use decades of experience in the financial position to seek out solutions we believe will put you in the best position to succeed. We also consider ourselves a family, and we’re excited about the opportunity to welcome anyone into our firm with the same openness and acceptance we show our loved ones. We encourage you to meet our entire team and get to know us, and we look forward to the opportunity to take this journey with you.
Have a Question?
We have answers! Fill out our form below, and we will contact you. We look forward to starting a partnership and giving you direction to reach the retirement and the lifestyle you deserve.
Contact Us
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
info@MathiesFP.com
We Want to Help You Reach Your Goals
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330