Colleen  Miller

Colleen Miller

| CFP®

Finance by Design Inc.

Fee Only Financial Planner Located in Fort Collins, CO and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • Hourly Planning Fee Structure
  • Middle Income Client Needs

Visit Us

123 N. College Avenue
Suite 200
Fort Collins, CO 80524

Colleen Miller is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Colleen Miller is a Fee Only Financial planner in Fort Collins, CO. Colleen Miller is a NAPFA-Registered Financial Advisor.

Finance by Design, Inc. ( FBD), provides retirement planning and investment advisory services for individuals who want someone to look after their best interests. FBD helps clients use their finances to define and achieve their life goals.
 
What sets Finance by Design, Inc., apart from other organizations?
 
·      FBD is a fiduciary
·      FBD is independent.
·      FBD cares about individual client needs.
·      FBD’s owner has extensive background in financial planning.
 
FBD’s owner is Colleen Miller.  Colleen has a varied and extensive background:
 
·      Colleen started her career as a Certified Public Accountant. 
·      She added a law degree and practiced as an attorney for several years. 
·      She combined the two degrees to work in the tax, trust and estate planning areas before gaining her designation as a CFP®. 
 
She now works exclusively as a CFP® and brings her knowledge and experience as a CPA and Attorney to benefit her clients.