We help people who are 5–10 years from retirement, or need help right now.

​

At Montgomery Financial Planning, we specialize in helping individuals and families prepare for what’s next. Whether you’re five to ten years away from retirement or already navigating major financial decisions, we’re here to bring clarity and confidence to your journey.

​

Located in Arvada, Colorado, we work with clients who want to turn their hard-earned savings into lasting freedom—freedom to travel, spend time with loved ones, support their communities, or simply enjoy life without financial stress.

​

We believe financial planning isn’t just about numbers—it’s about using your money to build the life you want for yourself and your family.

​

As fee-only fiduciaries, we act in your best interest—always. No commissions. No product sales. Just honest, expert guidance tailored to your goals. Our process is consistent, transparent, and designed to grow with you, offering ongoing support as your life and needs evolve.