Connect With Us
Please contact us if you would like to discuss whether partnering with us would be beneficial to you.
Our no-cost, no-pressure initial meeting will allow us to learn about you, the questions you have, and what you are looking for in a financial planner. We will explain our services, describe the process we follow, and discuss our fee structure. This allows both of us to determine whether we would be a good fit to work together.
OakTree Financial Planning
155 E. Boardwalk, Suite 300
Fort Collins, Colorado 80525