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About Jeff Mathies

Call to Book Appointment

Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330

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.

CONTENTS

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.

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.

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

Tawnie Sheets

Client Consultant

Jeff Young

Investor Coach

Jaelyn Castaneda

Admin Assistant

Alejandro Rivera

Client Services

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
Colorado Western Slope: (970) 816-6968
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
Colorado Western Slope: (970) 816-6968
Georgia: (470) 936-7330