The Planners Inc.
Values focused financial planning firm.
The Planners Inc. is a Fort Collins–based registered investment advisory firm. We help individuals and families succeed financially and align their finances with their personal values. We focus on the planning side of financial planning as much as the investing—building comprehensive plans that connect people's money to what they care about most. We serve business owners, medical professionals, and other professional households across every part of their financial lives.
The Planners Inc. Offices
OnSite Workspace
Employees work from physical offices.
Typical time on-site:
Fort Collins, Colorado, USA
Perks + Benefits
Provides family medical leave
Provides paid industry certifications
Allows employees to pursue continuing education during work hours
Provides personal development training
Employees provided with well-designed, comfortable workspace
Offers generous PTO
Provides paid holidays
Provides paid sick days
Defined values and mission statements
Prioritizes mission-driven work in decision-making processes
Technology We Use
Google Cloud
SERVICES
Google Drive
PROJECT MANAGEMENT
MailChimp
EMAIL
Salesforce
CRM
Zoom
COLLABORATION
google chat
COLLABORATION
salesforce
PROJECT MANAGEMENT
