About McNary Financial Planning
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McNary Financial Planning provides fee-only comprehensive financial planning to families, professional women, and entrepreneurs seeking financial independence. 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, her firm serves clients throughout the Boulder/Denver metro area.
To provide the highest-quality personal service, founder Judy McNary,CFP®, has opted to keep her 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. McNary guides her clients through a planning process that integrates investments, taxes, budgets, estate planning and real estate to construct a plan tailored to meet their goals. Fee-only eliminates conflicts of interests that exist with stockbrokers, agents, or advisors who work on a commission basis.
McNary came to financial planning following a successful career in high-technology. She co-founded two software companies and was awarded top honors by Entrepreneur Magazine. She understands as few others can the resilience and perseverance entrepreneurs need to succeed. McNary contributes regularly to personal finance articles in the Wall Street Journal, Consumer Reports, Investment News, and other publications.
| Education
- MS Personal Financial Planning,
College for Financial Planning
- MBA/Finance,
University of Colorado- Boulder
- BA Economics/Computer Science,
University of Colorado- Boulder
Professional Affiliations
- CFP®
- Alliance of Cambridge Advisors
- National Association of Personal Financial Advisors
- MENSA
- PADI
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