Bonfire Financial

Introducing THE BONFIRE METHOD

4 Meetings. 30 days. One coordinated Plan for Taxes, Investments, Insurance, Estate & Income.

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Your Retirement Simplified

If any of this strikes a cord, then it's time for the Bonfire Method

  • I’m not sure if I am doing the most efficient thing with my money.
  • I worry about maintaining my lifestyle 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 implement it all!
The-Bonfire-Method-Financial-Plan

true fiduciary advice starts with understanding you — your goals, your vision, your future.

This isn't your average financial plan

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Leading With Planning, Managing Your Wealth With Purpose

How the Bonfire Method Works

In 30 days you'll learn more about your finances then most do in 30 years

STEP ONE
Clarity & Goals Meeting

The Clarity & Goals Meeting brings your entire financial life into one clear, organized view, defines what retirement success truly looks like for your family, and identifies the most important questions to tackle first so that we can move forward with clarity and direction.

STEP TWO
Tax & Protection Checkup

The Tax & Protection Checkup starts with your taxes, an area most advisors never touch, reviewing your return alongside our tax partners, identifying insurance inefficiencies, gaps, and unnecessary coverage, and determining what needs attention now versus what can stay as is.

STEP THREE
Investment & Risk Alignment

The Investment & Risk Alignment Session aligns your portfolio with the level of risk you actually want to take, simplifies both traditional and alternative investments into clear, practical terms, and maps out where core investments and alternatives may best fit.

STEP FOUR
Retirement Roadmap

The final step is where everything comes together, showing where you are today, where adjustments can meaningfully improve your path, and how a more coordinated approach across key planning areas can work in your favor, leaving you with a clear, written roadmap and actionable next steps.

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What's INCLUDED

Bonfire Financial Inventory Report

Your key accounts, policies, and important contacts organized in one place.

Tax & Insurance Protection Report

A concise review of potential gaps, inefficiencies, and opportunities.

The 1040 Blueprint Tax Guide

Finally understand your tax return and use it as a powerful financial tool.

Estate Planning Worksheet

Get clear on what matters and be prepared so your estate planning process is simple and aligned.

Alternatives & Bitcoin Review

Guidance on where alternative assets may or may not fit within your overall strategy.

the Bonfire Portal

Lifetime access to an on-demand financial dashboard, bringing your entire financial life into one place.

Personalized Retirement Roadmap & Action Checklist

A comprehensive, written plan with action steps designed to bring clarity, confidence, and direction for what comes next. 

How The Bonfire Method Fee Works

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  • The Bonfire Method is a 30-day, fixed-fee engagement of $4,500.

  • Complete the Bonfire Method and continue to work with us within 30 days, and we’ll credit back $4,500 over your first year.

  • Either way, in the end, you keep everything we build for you.

Do it for yourself. Not By Yourself.

I'M READY. LET'S GO!

The Bonfire Method
Gives You Access to:

  • A True Fiduciary & 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!
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After The Bonfire Method:
3 Ways to Move Forward

After completing the Bonfire Method, most people usually want one of three things:

someone to handle it all for them, someone to guide it, or a plan they can implement themselves.

WE offer all there options

Independent Implementation

Do It Yourself
  • Take the plan, reports, and recommendations we built together and implement them on your own.
  • Ideal for people who want clarity and direction without an ongoing relationship.
  • You keep everything we created during The Bonfire Method and move forward at your own pace.
  •  
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Ongoing Management

Full Service Ongoing Wealth Management
  • We fully implement and manage your portfolio based on your plan.
  • Ongoing tax forward investment management, rebalancing, and cash-flow planning.
  • Regular reviews and guidance through retirement, tax changes, and major life events.
  • Transparent advisory fee schedule starting at 1.00%, with a $7,000 annual minimum. Plus $4,500 is credited back in your first year.
  •  
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Ongoing Consulting

Consulting & Guidance Only
  • You keep control of your accounts while we provide ongoing advice and oversight.
  • Get the same strategic planning, coordination, and support without handing over investment management.
  • Flat annual fee of $6,000, billed monthly. Plus $4,500 is credited back in your first year.
  •  
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The point is simple: You don’t have to guess what comes next.

You can choose the level of support that fits you best.

Apply Now for the Bonfire Method

AS FEATURED IN

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.
Carol L.
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.
Marilyn B.
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.
Simon V.
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.
Cherre T.
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.
Jerry C.

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

Financial Planner

Feel confident about your retirement.

The Bonfire Method gives you a clear, written plan that connects every part of your financial life. Taxes, investments, insurance, and estate planning all working together, not in silos.

We don’t just show you where you stand, we show you how each decision impacts the others, and what to do about it. You’ll walk through your plan step by step, with clear priorities, tradeoffs, and next actions mapped out.

No more wondering if you’re on the right track or missing something important. You’ll know exactly what to do next, why it matters, and how it fits into the bigger picture of your retirement.

Frequently asked questions

You have questions. We have answers.

Who is The Bonfire Method best for?

The Bonfire Method is built for people who have done well financially and want a clear path forward, or those who are catching up, have the means to save, and want to get organized, on track, and moving in the right direction.

The Bonfire Method is designed to work from a solid financial foundation. Most clients we work with have little to no high-interest consumer credit card debt, an established emergency fund, and a desire to plan and save for the future.

If those pieces aren’t in place yet, we’ll point you in the right direction so you can build that foundation first and get the most out of the process.

Just the basics: recent tax returns, investment and retirement account statements, insurance policies, and estate documents.

We ask for thorough documentation because our advice and plan can only be as good as the information we use to build it. We’ll give you a secure upload link and a simple checklist to make it easy.

If you continue with Bonfire for investment management and/or consulting within 30 days of completing the Bonfire Method, we credit the full $4,500 planning fee back over the first 12 months. In other words, you’re getting your planning fee back as we put your plan into action.

Most clients complete the process in about 30 days through a series of 4 structured, focused meetings.

We’re a fiduciary, fee-only firm, and are paid in one of two ways: an asset-based fee if we manage your investments, or a flat consulting fee if you prefer ongoing advice while keeping your accounts where they are.

No problem. You still keep every plan, report, and recommendation we create together. There’s no obligation to continue.

Most advisors focus only on investments. We start with a coordinated plan that brings together taxes, insurance, estate planning, and investments so every decision works together.

Unlike larger investment firms or brokerage houses, we are an independent, fee-only fiduciary RIA with a team of CFP® professionals. Our advice is fully aligned with you, not with commissions or products.

ABOUT Bonfire Financial

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

WE PROVIDE PLANS, NOT PRODUCTS

Most financial firms are built to sell something.
We built Bonfire to solve something.

We believe wealth should do more than sit on a statement.
It should support a life filled with freedom, clarity, and experiences worth remembering.

That’s why we put planning first. Your goals come before products.
Your life comes before your portfolio. And your best interests come before ours.

As an independent, fee-only Registered Investment Advisor, and a team of CERTIFIED FINANCIAL PLANNER™ professionals, we help clients cut through complexity, make better decisions, and build a plan that fits the life they want to live.

Because in the end, the goal isn’t just financial success. It’s a life well lived.

Start the Bonfire Method
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(719) 394-3900

CFP Colorado Springs

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Leading With Planning, Managing Your Wealth With Purpose

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© Bonfire Financial, LLC | 2024
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BONFIRE IS A REGISTERED INVESTMENT ADVISOR

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(719) 394.3900
(844) 295.0069
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