The 5 Things that Make Financial Planning Fun

Believe it or not, with the right advisor, financial planning can be fun.  Growing wealth, achieving goals, and having a trusted partner listen to your dreams and planning solutions can actually provide a sense of satisfaction.  In the article published in ColoradoBiz Magazine, Kevin McNab, explores the reasons financial planning can be fun.

One of my least favorite, but necessary, things to do is go to the dentist. I will often delay setting up an appointment for weeks and sometimes months with easy-to-find excuses. As I write this, the thought of sharp utensils picking at my teeth, foam inserts shoved into my mouth and the buzzing sound of a polish makes me cringe. I often joke with my clients that coming to see me for a financial planning update is like me going to the dentist. It doesn’t have to be. Financial planning can be and should be fun.

Here are the five things that make financial planning fun…READ MORE!

ACE Wealth Partners is Colorado’s premier independent wealth management firm.  ACE Wealth Partners is an independent, fee-only, comprehensive financial planning, asset and wealth management firm. Our partnerships are built on the highest levels of integrity and transparency to align goals, build dreams, plan wealth and secure tomorrow together. We have a concentration of clients in the academic, medical, executive, and entrepreneurial fields across the country, Colorado, and the Denver Metro area.


Kevin McNab

This article is written by Kevin J. McNab. Kevin is President of ACE Wealth Partners, LLC and is a CFP®, ChFC®, and CRPC®. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views expressed in this blog post are as of the date of the posting, and are subject to change based on market and other conditions. This blog contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this blog post should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by ACE Wealth Partners, LLC unless a client service agreement is in place. If you have any questions regarding this Blog Post, please Contact Us. Please read our website DISCLOSURE carefully for additional information.