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ABOUT JUDY MCNARY McNary Financial Planning provides fee-only comprehensive financial planning to families, professional women, and entrepreneurs seeking financial independence. My clients are families facing the dual challenges of college and retirement funding. They are professional women who want solid retirement plans that don’t require compromising current lifestyles, and they are entrepreneurs passionate about creating successful companies from their dreams. Located in Broomfield, my firm serves clients throughout the Boulder/Denver metro area. To provide the highest-quality personal service, I have opted to keep my firm small. Client consideration is based not on net worth but by the desire for financial growth. Prospective clients embrace the concept that money alone is not enough; it must be partnered with one’s goals and values to create a rich, fulfilling life. |
I have been married over 25 years and have a daughter and twin sons all attending the University of Colorado – Boulder. For over ten years I have volunteered as a scuba diver for the Downtown Aquarium in Denver. I’ve been involved with the youth in my community as a coach, a Girl Scout leader and math tutor. I volunteer for several area non-profits. When not at work I enjoy skiing, tennis, swimming, and traveling. |
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Education
.M.S. Personal Financial Planning,
..College for Financial Planning
MBA/Finance,
..University of Colorado
B.A. Economics/Computer Science,
..University of Colorado
Membership &
Professional Affiliations
..Alliance of Cambridge Advisors
..National Association for Personal
..Financial Advisors
..MENSA
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I am in a fiduciary relationship with clients which means that I will put a client’s interests first, before my interests or any others and disclose potential conflicts of interest to all clients and prospective clients. I will conscientiously complete all work agreed to in a prompt and
timely manner.
I will provide financial planning services solely as a fee-only advisor.
I will act objectively in all matters with clients, and will not accept any commissions based on advice or recommendations given.
I will continuously strive to improve upon the competence and the quality of services I provide.
I will maintain the highest level of professional integrity in relationships with clients, associated professionals and government officials.
As a member of the Alliance of
Cambridge Advisors, I agree to the
following Canon of Ethics and will
uphold it in my dealings with clients,
fellow members, and Alliance of
Cambridge Advisors, Inc....
McNary Financial Planning, LLC is a Registered Investment Adviser with the state of Colorado. The firm may serve clients in Colorado and in those states in which it is exempted from registration. McNary Financial Planning, LLC provides fee-only comprehensive financial planning to individuals, couples, families, and small business owners of all income levels who want to improve the quality of their lives through financial security. The information in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. McNary Financial Planning, LLC does not render or offer to render personalized investment advice or financial planning advice through the website. The authors, publisher and host are not providing legal, accounting or other advice specific to your situation.
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