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Helping You Find the Perfect Financial Fit

About Us

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.

Start Planning for Your Dreams

Our Proprietary

MYFIT Planning Process

The MYFIT process serves as the foundation of our service, allowing us to thoroughly understand your situation while performing the heavy lifting on your path. This enables you to focus on what’s truly important: you and your loved ones. Our approach goes beyond finding a one-time solution for a specific need; it’s about consistently meeting your needs by customizing our strategies to align with both your financial and personal life. These are the steps in our proprietary process as we develop a strategy tailored just for 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. This phase is about discovering the right path, and we’re here to provide you with the map to navigate toward your 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 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 the plan to you and show you 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

We begin taking the proper steps to implement the plan we’ve designed, and we create a clear outline to 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 serving as both a coach and a teammate, to provide guidance and support on the journey towards the retirement of your dreams.

Begin Your Journey Toward Your Goals

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.

Jeff Mathies, CFEd®

Chief Executive Officer

Caleb Moore

Investor Coach

Michael Gallagher

Director of Healthcare Services

Steve Foltz

Investor Coach

Lindsey Turner

Investor Coach

Stacy Gallagher

Healthcare Services Coordinator

Jeff Young

Investor Coach

Jaelyn Castaneda

Admin Assistant

Alejandro Rivera

Client Services

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.

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.

Find Your Fit

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 and how our process can help you realize your American dream.

Find Your Fit

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.

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Contact Us

Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
info@MathiesFP.com

Mathies Financial Partners BBB Business Review

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