Flatirons Financial Planning

Home
United States
Boulder, CO
Flatirons Financial Planning

Directions Website

We Help People Flourish with simple yet strategic financial plans.

11/01/2026

We hope everyone had a fun and safe Halloween! 🎃

Have a little extra candy at home?

We’re partnering with for Treats for Troops again this year! Your leftover candy can bring a little comfort to veterans and a taste of home to deployed service members.

It’s also a simple way to teach our kids and grandkids about generosity by sharing something they love with someone else.

Last year, we blew past our 20-pound goal. Let’s do it again! 🇺🇸🍬

Bring your extra, individually wrapped candy to Flatirons Financial Planning:

📅 November 1–13 📍 4875 Pearl East Cir, Suite 200, Boulder, CO 80301

Together, we can make a difference! ❤️

10/31/2026

Happy Halloween from the Flatirons team!

We hope you have a spooky, safe, and fun weekend! 👻🎃

10/29/2026

Sweet treats. Brighter days. Stronger tomorrows. 🍬🇺🇸

Flatirons Financial Planning is proud to be an official drop-off site for ’s Treats for Troops program!

Your extra Halloween candy can bring a little comfort to veterans in VA hospitals and a taste of home to deployed service members. Each donation is a simple way to remind them they’re remembered and appreciated.

Help us reach our goal of collecting 20 pounds of candy!

📅 November 1 through November 13 📍 4875 Pearl East Cir, Suite 200 Boulder, CO 80301

Bring your extra, individually wrapped candy to our office. Together, we can make a difference! ❤️

10/26/2026

“I should have started sooner” is something we hear often.

But yesterday isn’t something you can change.

Today is.

Starting earlier can give you more time and potentially more options, but planning is still valuable when life didn’t follow the perfect timeline.

The important question isn’t when you should have started.

It’s what you can do from where you are now.

If retirement has been sitting on your someday list, let’s start the conversation today.

10/23/2026

You can’t automate empathy.

AI tools and robo-advisors have their place but nothing replaces deep experience, human guidance, and relationship-driven planning.

We bring the strategy and the heart. Let’s talk about your future.

10/21/2026

The purchase price is obvious.

The cost of poor timing usually isn’t.

An unnecessary tax bill. Too much wealth concentrated in one place. Liquidity when you need it least. An estate decision that can’t easily be undone.

At a certain level of wealth, the question becomes less about what something costs today and more about what the decision could cost tomorrow.

10/17/2026

Today’s the day! 🚗☕

Join us this morning for Cars & Coffee! Bring your favorite ride, grab a coffee, and come hang out with our Flatirons Financial Planning team. We can’t wait to connect with you!

📅 Saturday, October 17
⏰ 8:00–10:00 AM
📍 4875 Pearl E Cir, Boulder, CO 80301

See you there!

10/16/2026

A little WFH Friday with Cacy Larson and her favorite CFP® study buddy! 🐾💻📚 A little extra support makes all the difference!

10/16/2026

***TEAM TAKEOVER***

Happy Boss’s Day to Brandon and Phil!

Thank you for making Flatirons a place where our team feels supported, valued, and excited to show up every day. The care you put into our team carries through to the clients and community we’re lucky to serve.

We’re grateful for you both!

10/15/2026

Great cars, fresh coffee, and good company! 🚗☕

Join our Flatirons Financial Planning team this Saturday for Cars & Coffee! Bring your favorite ride, grab a cup from the coffee truck, and spend the morning connecting with fellow clients and our team.

📅 Saturday, October 17
⏰ 8:00–10:00 AM
📍 4875 Pearl E Cir, Boulder, CO 80301

We look forward to seeing you there!

Address

4875 Pearl East Circle Suite 200
Boulder, CO
80301

Website

https://flatironsfinancialplanning.nm.com/

Alerts

Be the first to know and let us send you an email when Flatirons Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.