Our Client Family at Mathies Financial Partners is unique in the sense that they have all come through a proprietary process called the MYFIT formula. For us, clients are not just a number, which is why we say “Client Family”. And being invited into our Client Family has nothing to do with Assets, and a lot to do with Attitude. We are looking for the right people. We don’t want to be everything to all people.¬† We want to be everything to some people.

We coach our clients on the BIG picture in retirement, as well as the “why” behind their retirement strategy. As a result, our experience has shown that in times of volatile markets, and uncertain¬†economic¬†conditions, our clients gravitate towards understanding how markets really work, and truly discovering their “True Purpose for Money.” Before requesting an interview, spend a few minutes going through the 20 must-answer questions, and see how you do.

Mathies Financial Partners clients in Colorado

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