When envisioning your life without financial constraints, what comes to mind? Is it ensuring your family enjoys the quality of life they deserve, or perhaps pursuing a business venture that ignites your passion to the point where work feels like a pleasure? At Mathies Financial Partners, we view this as your American Dream. Our mission is to transform this dream from a mere fantasy into tangible reality. With your aspirations as our compass, we provide guidance towards your envisioned future, empowering you to make informed decisions and pursue endeavors that bring you genuine happiness and fulfillment.
Helping You Find the Perfect Financial Fit
About Us
Our Proprietary
MYFIT Planning Process
The MYFIT process is the framework for our service, helping us delve deep into your situation while 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
In the first phase of our process, we open an honest conversation about the present and future of your finances. Our goal is to ensure you’re comfortable talking about your goals and your circumstances, and we bring a shame-free approach to the initial consultation. It’s about finding a path, and we want to give you the map you need to navigate toward that perfect retirement.
MYFIT Analysis & Risk Assessment
Once we’ve gathered all the facts, we get to work by putting our heads together, analyzing different methods of growth and protection, and assessing your tolerance for risk. This is a brainstorming phase to find the solution we think puts you in the best possible position to succeed. We also customize your plan to you and your needs, finding the right fit for your unique objectives.
MYFIT Plan Design
At this point, we think we have a good idea of your goals and the approach we’re going to use to help you pursue them. For us, this is the most exciting phase, as we get to introduce that plan to you and show you how why we’re passionate about our jobs and why we believe we can guide you toward your ideal retirement. Your plan is built to fit you, and it’s never “one-size-fits-all.” It’s as unique as your fingerprint.
Discipline Implementation
Finally, we have to practice what we preach. We begin to take the proper steps to implement the plan we’ve designed, and we create a clear outline to follow that plan and adhere to its individual pieces. This phase also includes the ongoing maintenance of your plan as we adjust and adapt to any circumstances that might be presented to you, whether they come from internal or external factors.
Putting a Plan in Place for Your Goals
Our mission is to empower you to bring your goals to life by zeroing in on your short- and long-term objectives. Traditionally, this means working with you to understand what makes you unique, including your present circumstances, your tolerance for risk, your financial and personal philosophies, and more. Then, we stand at your side as both a coach and a teammate to offer direction and guide you toward the retirement of your dreams.
Meet the Team
Above anything else, our team is here for you, and we use decades of experience in the financial industry 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.
Educational Events
Part of reaching your goals is making informed, educated decisions. That’s why we host events to go over the strategies we help you implement and break down world events and their effects on your financial picture. It’s also a chance to connect in our favorite way: face-to-face. Whether you join us for an in-person event or an online webinar, we’re excited to connect with you and answer your individual questions.
Registration
In the Media
Our team members and our leaders have decades of experience in the financial services industry. Through those years, we’ve gathered stories and strategies, and we’re so excited to share them in our media appearances! Watch as we discuss the latest news, tips and tricks as well as how our process can help you realize your American dream.
Jeff Discussing Financial Planning 28m30s
Steve Discussing Retirement 28m30s
MYFIT Money – Episode 12 28m30s
MYFIT Money – Episode 11 28m30s
MYFIT Money – Episode 10 28m30s
MYFIT Money – Episode 09 28m30s
In the Media
Our team members and our leaders have decades of experience in the financial services industry. Through those years, we’ve gathered stories and strategies, and we’re so excited to share them in our media appearances! Watch as we discuss the latest news, tips and tricks as well as how our process can help you realize your American dream.
Meet the Mathies Financial Partners Team 3m41s
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
Call to Book Appointment
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
