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The Planners
The Planners is a values-based financial planning firm. They help clients build and execute a customized financial plan that reflects who they are and what...
Overview
The Planners is a values-based financial planning firm. They help clients build and execute a customized financial plan that reflects who they are and what they believe in. As a registered investment adviser, they are obligated to act as fiduciaries and make recommendations in clients' best interest.
General information
Firm type
RIA
Location
City
Fort Collins
Principals
Maria Shanley
Client Relationship Manager
Erik Sartin
CEO & Financial Planner
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