Financial Thinking Partner™ Wealth Advisors is a Colorado-registered investment adviser providing meaning-first financial planning for people ready to stop chasing more and start building a life worth living. Founded by Doug Aumont, CFP®, we help pre-retirees and retirees connect every dimension of their wealth — income, taxes, investments, protection, and legacy — to what actually matters to them.
Most advisors start with your portfolio. We start with your life. Every strategy we build passes through one filter: does this connect your wealth to what matters most to you?
Most retirement plans address financial risk. The Money & Meaning Workshop also addresses the risks that turn a financially successful retirement into an unfulfilling one — identity, purpose, relationships, and time.
Discover what a life well-lived actually looks like for you. Design a custom plan that aligns every dimension of your wealth with that answer. Deliver strategy into action without unnecessary complexity. Evolve the plan as life changes.
Schedule a Clarity Visit — 30 minutes, complimentary. Call (720) 734-9400 or email hello@financialthinkingpartner.com. Based in Parker, Colorado. Serving clients nationwide since 2015.