In this episode, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the challenges they’ve overcome along the way.

FPFoCo now serves over 120 clients, and Jason credits their success to the specialized expertise of his team and their commitment to continually improving processes and systems.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/394