Introducing Your Financial Field Guide

A Simplified, Step-By-Step Financial Plan to the Retirement you've Dreamed of

Your Retirement Simplified

If any of this strikes a cord, then it's time to get your financial field guide

I’m not sure if I am doing the most efficient thing with my money.
I worry about running out of money in retirement.
Market fluctuations and volatility are keeping me up at night.
I’ve hodgepodged some tactics but none of it is working as a whole.
Thinking about taxes and insurance gives me a headache!
I don't want to pay excessive or hidden fees.
I’m sick of layers of complexity and unnecessary jargon.
I just wish I had an expert to help me navigate and integrate it all!

A Financial Field Guide will put Your entire Financial Life Under one roof and give you the confidence you need to move toward retirement

This isn't your average financial plan

your financial field Guide in 3 easy steps

Your financial plan is built specifically for you. No two plans are alike. We use a simple three-step process that will give you the tools, resources, and support on your journey to creating the financial life and retirement of your dreams.

FIND OUT WHERE YOU ARE NOW

First, we start with finding out where you are now. We get a detailed snapshot of your whole financial picture so you can see exactly where you stand today.

ESTABLISH WHERE YOU WANT TO GO

Then we dig into what you really want out of life and make sure we understand all your goals and needs. We’ll identify any gaps and opportunities you may have.

GET A PLAN TO GET YOU THERE

We create and present your plan with our recommendations to help you get from where you are today to where you want to be and provide a range of options to help you get there.

What's INCLUDED

Full Investment Review & Plan

Make sure your money is working as hard as you do. Our dynamic investment review and plan will help you make informed investment decisions, manage risk, and achieve your financial goals.

Savings Plan Strategy

Optimize how your money grows. Your savings plan strategy will help you develop strong financial habits and build long-term wealth while reducing financial stress.

Retirement Analysis

Our interactive retirement analysis will illustrate multiple scenarios and stress tests to help guide your retirement planning decisions. You’ll get peace of mind knowing what steps to take.

Cash Flow Strategy

A cash flow strategy will help you prioritize your financial goals and allocate resources accordingly. It will provide you with tax-efficient options.

Risk
Review

Are you covered? Our risk review helps you identify potential risks, guide investment decisions, protect against unforeseen events, and provide peace of mind.

Financial Life Dashboard

Get a real-time overview of your entire financial life at your fingertips with our online financial dashboard. This robust software has everything you need to organize, plan and grow.

Do it for yourself. Not By Yourself.

Your Financial Field Guide Gives You Access to:

2 In-Depth Calls with a CERTIFIED FINANCIAL PLANNER™
A Comprehensive Financial Plan with Detailed Recommendations & Action Steps
On Demand Financial Dashboard
Detailed, Visual, Easy to Understand Financial Reports
Written, Step-by-Step Action Plan
And Lots More!

Take Action Today, You'll Get These 3 Bonuses

Bonus #1

Insurance Review

This comprehensive insurance review will assess your insurance coverage in all areas. From life insurance to disability, and long-term care to property and casualty insurance, this detailed review will help to identify any gaps you may have in your coverage and recommend steps to mitigate potential financial risks.

Bonus #2

Social Security Optimization Strategy

When should I take Social Security? Should I delay to maximize my benefits? What about my spouse’s benefits? Our Social Security Optimization Strategy will be tailored to your specific situation and help you confidently answer these questions. You will be able to play around with different scenarios and see exactly how your cash flow in retirement will change and make informed decisions.

Bonus #3

Tax Investment Strategy

Taxes can have a significant impact on your future and are an important factor in financial planning. A Tax Investment Strategy can help you optimize your investment returns, minimize your tax liability, increase your flexibility, and manage risk more effectively.

AS FEATURED IN

A Financial Plan, and so much more!

Check out these other awesome features

Net worth
snapshot

Estate Planning Checklist

Emergency Fund Liquidity Planner

Retirement Spending Strategies

Bank Account & Credit Card linking

DEBT & STUDENT Loan TOOLS

MEDICARE Recommendations

AND Too many more to list here

What our clients are saying:

Brian and his team at Bonfire Financial have been with me from the start of my professional career. They have shepherded my financial and retirement portfolio through both stable and volatile markets - their experience, expertise and unmatched service coupled to their friendly approachable style provides me with great peace of mind - I am confident that we are navigating the market, through both smooth and rough spots, and making smart decisions that will provide long term financial security for my future and all of my retirement years, whatever they may bring.

Brian has built a remarkable, professional and caring team. They have provided genuinely personal and valuable guidance and dedication in preparing us in meeting our goals before and after retirement. After my husband's recent death, Brian has been personally available and promptly responds with guidance and expertise in extremely complex issues relating to the probate of my husband's Will. He has been involved with our attorneys and CPA in solving problems. My family can affirm my complete trust in Brian and his growing company.

Working with Bonfire, especially with Nick has been an excellent experience. Nick has great customer service and we feel that all of our needs have not only been met, but exceeded. We would highly recommend working with Nick for overall financial planning. He is very knowledgeable and has great communication skills.

Brian and I have been working together for eight years. He communicates very honestly, openly, transparently and authentically, which makes it easy to trust him. He is straightforward and prepared with facts-as well as patient and genuinely interested in my situation and the best possible outcome for me as his client... Brian has relied on his years of experience and a broad knowledge base to creatively solve my complex financial situation which helped meet my financial and retirement goals. I feel very confident that my long term goals will be well tended by Brian. I am delighted to be one of Brian's clients. He is personable and takes time to find out how I'm doing. I would highly recommend Brian and his firm to anyone.

We have been with Bonfire Financial for a few years now and are very happy with them. They have done well for our portfolio and we love Nick and Brian, I would highly recommend them.

These are real, current client reviews and are not paid for.

A Roadmap for Preserving, Protecting, and Growing Your Wealth

$ 2,497

A Comprehensive Financial Plan
Detailed Recommendations & Action Steps
2 In-Depth Calls with a CERTIFIED FINANCIAL PLANNER™
On Demand Financial Dashboard - Desktop & Mobile App
Detailed, Visual, Easy to Understand Financial Reports
BONUS: Insurance Review
BONUS: Social Security Strategy
BONUS: Tax Investment Strategy

BUY NOW

Feel confident about your retirement.

Your financial field guide is designed to help you understand and get excited about the steps you’ll need to take toward the retirement you want.

No more wondering if you are doing the right thing, no more stressing about the what-ifs. You are getting a full comprehensive guide to your finances.

STIll On THE FENCE?

You have questions. We have answers.

Is a Financial Field Guide right for me?

If you want to take control of your finances, get a plan to reach your goals, and feel confident about retirement, then a Financial Field Guide is for you! Whether you are getting close to retirement or just starting out in your career, this will be your roadmap to support what is most important to you.

Do I need to have a lot of money to benefit from a financial plan?

No matter where you are on your financial journey, your Financial Field Guide starts where you are. Our goal is to help you make the most of the money you have, regardless of how much it is. However, by taking action now, you increase your chances of positioning yourself for greater financial success in the future.

Why should I work with you?

We are true fiduciaries. We have no products to push and we do not get paid commissions- it’s all about what is best for you. Bonfire Financial is an Independent, Fee-Only, Registered Investment Advisor with a team of CERTIFIED FINANCIAL PLANNERs™. Our goal is for you to focus on enjoying life, not market fluctuations.

Will this plan work for me and my spouse?

Yes, this financial plan will also cover your spouse. We want to make sure you are getting a comprehensive look at your entire financial picture.

So how does this work exactly?

After you purchase your plan, you will be directed to sign an engagement agreement. From there we will reach out to you to schedule your first call with one of our CERTIFIED FINANCIAL PLANNERs™ and to collect all the documents needed to begin creating your plan. Once your plan is created (Usually in about 7 days), a second call will be schedule to go over the plan and all our recommendations.

How long will it take to get my plan?

We’ll aim to schedule our first call as soon as possible and we will need to collect paperwork and statements from you to begin creating the plan. The plan is only as good as the information you give us and will get done as quickly as you can provide the required info. Once we have everything we need it typically takes 7 days for us to create your plan. Then we’ll work with you to schedule a time to go over the plan and recommendations.

What happens after I get my plan?

The recommendations that will be provided in your plan will allow you to DIY and implement the strategies on your own. However, the majority of people choose to use us to help them execute on their plan. We find that the process of creating the plan helps to build the trust needed for a successful relationship. We’d love to help you and be your financial guide for life.

Ummm... Can I talk to someone first?

Absolutely, please use this link to schedule a free consultation call to learn more. https://go.oncehub.com/bonifrewebsite

ABOUT Bonfire Financial

We are an Independent, Fee-Only, Registered Investment Advisor

WE PROVIDE PLANS, NOT PRODUCTS

You are at the heart of the story behind Bonfire Financial. We believe that like a bonfire, life should be filled with celebration and memorable experiences. We understand the importance of financial well-being in enabling these moments. That’s why we prioritize your dreams and goals and offer plans and efficient solutions to help you achieve your goals. Unlike many financial companies that focus solely on monetary figures, we are driven by a client-centered approach and we focus on you and your outcomes.

We are true fiduciaries and have a team of Certified Financial Planner™ professionals, that will always have your best interests in mind. Our commitment to adding value and prioritizing your success is what sets us apart. Our vision is for everyone to eventually gather around the figurative bonfire and celebrate a life well lived.

(719) 394-3900

CFP Colorado Springs

A GUIDE TO THE Retirement you've dreamed of

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