Email, call, or text Anna if you have questions about any of the following topics:

Account Performance

Contributions or Withdrawals from your account

Investment Management

Fees

Financial Planning process

Tax Planning questions

Want to schedule a time to meet? Click HERE

Email: anna@simplicity-fp.com

Phone: 970-426-0239

Email, call, or text Melissa if you have questions about any of the following topics:

Simplicity Portal questions

Updating data for your Financial Plan

Question about a connection issue in your Simplicity Portal

Email: melissa@simplicity-fp.com

Phone: 970-450-3777

Email, call, or text Brittany if you have questions about any of the following topics:

Account Paperwork/ Account Opening Process

Email: brittany@simplicity-fp.com

Phone: 970-272-1992

Email Dana if you have questions about any of the following topics:

Questions about the Financial Planning Budget Coaching session

Wanting to schedule future sessions with Dana? Click HERE.

Email: dana@yourwealthwithin.com

*Dana does not offer securities or advisory services.