Fee-Only Fiduciary Financial Advisor Serving Colorado
Elevate Your Horizon
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Your life is complex, financial planning shouldn’t be. We specialize in helping families manage the unique complexities of their work and life and integrate it all into a single, cohesive plan.
Nick founded 46 North Financial with a singular mission: to empower successful professionals to achieve their goals by simplifying financial complexity and educating with clarity.
Schedule a complimentary call! 46 North Financial is a fee-only investment advisory firm.
What To Expect
Introductory Meeting
In our first meeting, usually a phone call, we’ll discuss who you are, your goals and priorities, your expectations for our relationship and whether we are a good fit to move forward.
Information Gathering
You’ll share basic information about your financial life in order for us to get to know you “on paper”. We’ll likely have follow-up clarifying questions. The more detailed information we receive back, the more detailed the financial plan can be.
Preliminary Planning
At this meeting, usually over a video conference call, we’ll have a more detailed discussion about your goals, your planning and agree to the framework of a financial plan.
Detailed Financial Plan
We’ll deliver a detailed, actionable roadmap that clarifies the most efficient way to accomplish your goals which covers the “why” and the “how” for each action.
Areas of Expertise
Comprehensive Financial Planning
aligning your finances to your personal and professional life.
Equity Compensation and Stock Options
RSU’s, ISO’s, NSO’s, etc.
Tax Planning and Asset Location
Roth, Tax Deferred, Deferred Compensation plans, tax-loss harvesting, capital gains, etc.
Self-Employed and Small Business Retirement Plans
Solo 401k’s, SEP IRA’s, Small business 401k’s and Defined Benefit Plans
Affiliations | Nick Weisert, CFP®
