Thank you for your interest in Financially Speaking, Inc. To schedule a complimentary initial consultation with a financial advisor, please call our office at 303-290-0702. In this initial “get acquainted” meeting you will have the opportunity to ask questions and determine whether our services are a good match for your needs.

For a list of documents that you will need to gather in order to begin the financial planning process, click here. It is optional to bring financial documents to the first meeting.