Sustainable Financial Planning Social Hour

Sustainable Financial Planning Social Hour

October 19 | 6:30 -8:00 PM MT The financial planning process helps you understand where you are today and create a roadmap to get you where you want to be. A good plan is personalized to you–whether you’re saving for a single goal, like retirement, or need...
How to Roll a Snowball Uphill

How to Roll a Snowball Uphill

By Ryan Turbyfill, MBA Financial Advisor As with many parts of our country, it has been very hot here in Colorado. The other day as the thermometer soared, I saw a social media post that made me laugh: “Thankfully it’s not snowing, can you imagine...
We Are Fiduciaries!

We Are Fiduciaries!

At Capstone, all advisors and employees are required to act as Fiduciaries and make recommendations based on the client’s best interest. We go a step further and advise on what we would do personally given the same set of circumstances.

Holistic Financial Planning

Secure Act 2.0–What Changed???

By Ryan Turbyfill, MBA  Financial Advisor While we were enjoying the holiday season, Congress was busy passing an omnibus spending bill that included the Secure Act 2.0. This has many significant changes to many clients financial planning in one aspect or another,...