Vetted Financial Planners in Colorado
Find trusted Financial Planners in Colorado. Each provider has been verified by Autumn and offers a free consultation.
No Financial Planners found in Colorado
We don't have any financial planners listed in Colorado yet, but we can help.
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Tell us what you need and we'll match you with a trusted specialist near you for free.
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Share your situation and the kind of support you need.
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We personally find providers near you and recommend the best.
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Providers in other parts of Colorado
Some providers provide services remotely or may be able to assist across Colorado.
Golden Heart Transition
Death Doula
Golden, CO Denver, CO Boulder, CO
LGBTQ Allied, Meditation, Grief Specialist, Breathwork
Offers free consultation
Verified by Autumn
good death matters
Death Doula
Denver, CO Aurora, CO Boulder, CO
Legacy Work
Offers free consultation
Verified by Autumn
Karen Nolasco
Death Doula
Gypsum, CO Boulder, CO Denver, CO
Home Funerals, Legacy Work, Rituals
Offers free consultation
Verified by Autumn
Lifebridge Doula Care
Death Doula
Boulder, CO Greater Colorado All 50 States (Virtual)
Breathwork, Dementia Care, Funeral Celebrant, Grief Movement, Legacy Work, Meditation, Rituals, Thanatologist
Offers free consultation
Verified by Autumn
Jennifer A. Pierce
Death Doula
Berthoud Boulder Greater Colorado
Jennifer A. Pierce provides end-of-life doula services. See their profile and get quotes today.
Offers free consultation
Verified by Autumn
Katherine Wiley
Death Doula
Englewood, CO Denver, CO Aurora, CO
Offers free consultation
Verified by Autumn
Try nearby areas
Are you a financial planner in Colorado?
Join AutumnTypes of Post-Loss Financial Planning Services in Colorado
Inheritance and asset integration planning
Retirement income planning after a spouse's death
Beneficiary designation review and updates
Insurance policy review and proceeds planning
Investment portfolio restructuring after a loss
Social Security survivor benefit optimization
Long-term financial goal setting after loss
Frequently Asked Questions about Financial Planners
A sudden inheritance introduces decisions about taxes, investment, and financial goals that benefit from professional guidance. A financial planner helps you avoid common mistakes, understand your options, and build a plan aligned with your situation.
The terms are often used interchangeably, but a Certified Financial Planner (CFP) has completed specific education, exams, and continuing education requirements. Look for the CFP designation when selecting an advisor for comprehensive post-loss financial planning.
Avoid making major financial decisions — selling assets, withdrawing from retirement accounts, or making large gifts — before consulting a planner. Many decisions made in the first months after a loss can have lasting tax and financial consequences.
Most charge either a flat fee, an hourly rate, or a percentage of assets under management. Fee-only planners do not earn commissions on products they recommend. Check each advisor's fee structure directly through Autumn.
Why Choose Autumn
Financial credentials and post-loss specialization confirmed
Find planners experienced in inheritance transitions, not just general wealth management
Compare fee structures — fee-only, hourly, and AUM-based planners all listed
Advisors listed who work with surviving spouses and estate beneficiaries
Many offer free consultations before any financial decisions are made
Trusted by families rebuilding their financial lives after loss