Linda Leitz

PhD, CFP®, EA, CDFA®

Peace of Mind Financial Planning, Inc.

Financial Advisor, Founder

Contact Me

Linda Leitz

PhD, CFP®, EA, CDFA®

Peace of Mind Financial Planning, Inc.

Financial Advisor, Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Linda Leitz, PhD, CFP®, EA, CDFA®

Contact Me

719-836-8181

Website

Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country

Linda Leitz is a Colorado Springs, CO fee-only financial planner. Peace of Mind Financial Planning, Inc. provides integrated financial planning to help widows and windowers and individuals experiencing divorce organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Linda Leitz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Providing financial planning is much more than a career for Linda Leitz – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money help provide them the life they want. To have more in depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers are best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

At Peace of Mind Financial Planning, we apply a true team approach to creating your financial plan.  Choosing to work with Linda provides you access to her partner Dani and the entire financial team.  Meet Your Financial Team here.

Linda Leitz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Peace of Mind Financial Planning, Inc. believes that financial planning should be accessible to everyone. Most people will be able to meet their goals if they make good financial decisions throughout their lives, and many people find that expert advice allows them to make those good decisions. It’s not about just making money, it’s about achieving the life they want. Peace of Mind Financial Planning, Inc. helps people from the time they begin their careers until their biggest financial concern is having their money go to the people and the causes they care about when they pass on. We help our clients be excited about achieving their financial goals and minimize their worries so they can sleep at night. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Linda Leitz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Alliance of Comprehensive Planners
    Linda Leitz is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • Certified Financial Planner (CFP)
    Linda Leitz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Divorce Financial Analyst
    Linda Leitz is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • Enrolled Agent with the IRS (EA)
    Linda Leitz is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • XY Planning Network
    Linda Leitz is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Tax Professionals (NATP)
    Linda Leitz is a Member of the National Association of Tax Professionals (NATP)

    The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.

  • Financial Planning Association
    Linda Leitz is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Linda Leitz

719-836-8181

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Office Locations:

  • 7222 Commerce Center Drive
    Suite 175
    Colorado Springs, CO 80919

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