Evan Jones, CFP
As a CERTIFIED FINANCIAL PLANNER (CFP) professional I act as a fiduciary financial advisor whenever I am discussing financial issues. Whether I am talking with a client, or answering questions on a call with someone who is interested in learning more about me, I always position myself to help and assist in a way that allows me to understand where others are coming from, their questions, and work to tailor a response that is focused on your needs, and provides education around the questions being asked.
My process is not overly complex or formal. I strive to ensure my clients understand the work I do, so they are comfortable with strategies we put in place to help them meet their goals. In my experience, when people understand why I suggest a strategy, they are more comfortable with it, and more likely to be on board with the execution of that strategy.
I’m a Colorado native, along with my wife and 2 kids (and 2 dogs). We live in Arvada and enjoy living and playing in Colorado!
Monarch Financial
Monarch Financial was founded out of a desire to provide accurate, unbiased help to those who are planning their retirement, or already in retirement. With a background in financial education, Monarch Financial focuses on helping our clients understand the strategies we build and suggest. We do this by understanding our clients and their goals.
We also understand that our solutions may not be the best fit for all of the people we talk to. Spending the time up front learning and understanding our clients enables us to provide them with strategies that can help them achieve their goals. This also helps us avoid situations where our strategies are not the best fit.
Our priority is to ensure that our clients feel secure with the money they are saving for retirement, and that they also feel secure with the income they will be receiving once they begin retirement. Today there are often more goals to consider beyond simply “retiring”. We realize that for many, having retirement funds with less risk will help them achieve their goals, and sleep better at night. We also know that for many retirees, making sure most, if not all, of their monthly expenses are covered can create a much more enjoyable retirement.
Regardless of where you are right now in your planning, if you’re looking for a financial fiduciary to assist you in your retirement planning, let’s hop on a call.
We look forward to hearing from you!