Thank you for your interest in Financially Speaking, Inc. To schedule a complimentary initial consultation with a financial advisor, please call our office at 303-290-0702. In this initial “get acquainted” meeting you will have the opportunity to ask questions and determine whether our services are a good match for your needs.

For a list of documents that you will need to gather in order to begin the financial planning process, click here. It is optional to bring financial documents to the first meeting.

Financially Speaking, Inc.
5889 S. Greenwood Plaza Blvd., Suite 400
Greenwood Village, Colorado  80111
Phone: 303-290-0702
Fax: 303-290-6581
Toll Free: 1-800-228-9876


See a map with detailed driving instructions here.