Services Offered
Retirement Planning
Personalized strategies to prepare for a secure and comfortable retirement, including IRA reallocation and growth optimization.
Debt Management
Comprehensive plans to eliminate debt efficiently, with budgeting support to achieve financial freedom.
Portfolio Rebalancing
Expert guidance on reallocating investments for better growth and risk management, tailored to your goals.
Financial Counseling
Unbiased, fee-only advice on budgeting, savings, and long-term financial planning without product sales.
Personalized Financial Plans
Customized game plans and solutions designed to fit your unique financial situation and objectives.
Reviews
5(5 reviews)
Rating Distribution
5
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M A
via Google
over 1 year ago
I've relied on Colin's expertise twice, and I intend to work with him again in the future. The communication is easy, thorough, quick and straightforward. The same goes for the process. He provided me with a game plan for rebalancing my portfolio, which is something I've needed to do for a while. He takes the pain out of the painful process of investing.
K
Kate Nolanvia Google
over 1 year ago
My husband and I needed some objective guidance as we prepare for retirement. We wanted a source that had no skin in the game, so not the usual big companies that want you to buy their products. We are so grateful to have found Colin Chase at Mindful Money. From beginning to end, he treated us professionally and kindly as well as with good humor. In under 6 months with his guidance, we are debt-free, have reallocated IRA funds for better growth, have directed a good chunk to liquid savings, and have a clear path to success for many years ahead. Colin is thorough and precise and a marvelous communicator. Worth every penny!
A
Amit Dhingravia Google
over 3 years ago
Methodical, easy to follow, and fruitful financial counsel.
F
Figo Topalvia Google
over 6 years ago
he is the best
J
Jen Knodellvia Google
over 8 years ago
Colin was amazing. He was compassionate, empathetic, and offered creative and helpful solutions by tailoring his services to fit within our budget. He helped us figure out great solutions we wouldn't have come up with on our own, and helped us with our budget to ensure we can pay off our credit cards in the time frame we want! Honestly, I went to the meeting nervous, concerned about being judged about our situation and decisions we made, and also concerned that the solutions we received would be hard to maintain. I did NOT need to worry. He offered no judgment, just understanding, and put our minds at ease. He created solutions and a general plan for us that we can follow with minimal effort compared to what I was expecting. With a little work and diligence, we will get to where we need to be. He gave us peace of mind and really took a load off our shoulders. I can't say enough good things about Colin Chase. I'd go to him again and would highly recommend him.
