Steve Nading
CFP®, CPA
Outbound Financial, Inc.
Financial Advisor
Steve Nading
CFP®, CPA
Outbound Financial, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Steve Nading, CFP®, CPA
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Steve Nading is a Boulder, CO fee-only financial planner. Outbound Financial, Inc. provides comprehensive financial planning and investment management services to help young professionals and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Steve Nading is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I'm Steve Nading. I’m the founder of Outbound Financial, I do this job because I love it. I truly enjoy working through complex issues and bringing clients to resolutions they understand and can feel good about.
I launched my career at a public accounting firm in Chicago where I focused on income, estate, and gift tax consulting for multi-millionaires and billionaires. While I loved my clients, colleagues, and the interesting work we were doing, my true passion was in tying everything together. My favorite clients were those that allowed us to dive deeper into their financial lives than tax would allow. These were the ones that would engage in deep discussion about how their estate plan fit together, the goings on of their family owned businesses, what they liked (and didn’t like) about their various investment advisors, and what type of insurance they were utilizing and why, among many other issues.
A few years ago, I also had a revelation about my colleagues. These were professionals that graduated near the top of their classes from great colleges all around the country with degrees in finance and accounting. They were now at the top of their fields, almost all Certified Public Accountants, and extremely competent researchers and problem solvers. Still, many seemed intimidated and stumped by basic personal financial decisions around their own retirement, investments, cash management, and insurance needs. I found that this was the case with many other friends as well. As I started to have meaningful discussions with both colleagues and friends about these topics, I realized how much I loved the process of digging deep into these subjects and making a positive impact on their present emotional wellbeing and financial future. I was hooked!
At some point, I realized that I was spending a decent amount of my limited free time reading about and researching personal financial planning. I decided it was time to take the steps towards becoming certified as a Financial Planner and making this my full-time gig. I thought long and hard about whether to join a larger firm or launch my own. In the end, I decided to put my money where my mouth was, and opt for entrepreneurship which would allow for more flexibility with my personal life, what I worked on, and who my clients would be. That is where you come in!
On a Personal Note
I live in Boulder, Colorado with my wife, Carly. When I’m not happily building Excel workbooks, or reading financial news and investing white papers, you’ll find me enjoying everything that the front range has to offer. I love anything that gets me in the outdoors, traveling, discovering new music, and (most importantly) spending time with my family and friends.
Steve Nading 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.
Outbound Financial is a fee-only financial planning and investment management firm founded to serve young professionals and families. We aim to help our clients organize and understand their financial lives in order to position themselves, with intention, to reach whatever it is that constitutes their best life and to take stress, complexity, and doubt out of the equation.
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
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Steve Nading is a NAPFA-Registered Financial AdvisorThe 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.
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Steve Nading is a Member of the XY Planning NetworkThe 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.
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Steve Nading is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Steve Nading is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Steve Nading
Office Locations:
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4845 Pearl East Circle
Suite 101
Boulder, CO 80301
