The Dunston Team

Denver Financial Advisors
Why Financial Planning Matters

53-percent-icon
26-percent-icon

People with a comprehensive financial plan feel more prepared about their finances.

Source: CFP Board 2013 Household Financial Planning Survey and Index

58%

58% of people with a comprehensive financial plan score in the top quartile of the Financial Preparedness Index scores.

72%

72% of Comprehensive Planners say they are where they should be or are ahead of the game in their savings for emergencies.

70%

70% of Comprehensive Planners are on pace in saving for retirement.

51%

51% of Non-Planners score in the bottom quartile on the Financial Preparedness Index scores.

20%

Only 20% of Non-Planners have money saved for emergencies.

56%

56% of Non-Planners have nothing saved for any savings goal.

Moneta Locations

St. Louis

100 South Brentwood Boulevard
St. Louis, MO 63105

Kansas City

1900 Shawnee Mission Pkwy
Suite 225
Mission Woods, KS 66205

Chicago

10 S Wacker Drive
Suite 2975
Chicago, IL 60606

Boston

1 Mercantile St.
Suite 750
Worcester, MA 01608

Additional Satellite Meeting Locations

Boulder

4845 Pearl East Circle
Suite 101
Boulder, CO 80301

Louisville

357 S. McCaslin Blvd
Suite 200
Louisville, CO 80027

DTC/Greenwood Village

7350 East Progress Place
Suite 100
Greenwood Village, CO 80111

Broomfield

11001 West 120th Ave
Suite 400
Broomfield, CO 80021

Golden | West Arvada

14143 Denver West Parkway
Suite 100
Golden, CO 80401

LoDo – Market Center Building

1624 Market St.
Suite 202, Office 10
Denver, CO 80202

Lakewood (Belmar)

355 S. Teller Street
Suite 200
Lakewood, CO 80226

Boston

501 Boylston St.
Boston, MA 02116

San Francisco (SoMa)

415 Mission St.
San Francisco, CA 94105

Phoenix/Scottsdale

2425 E. Camelback Rd.
Suite 150
Phoenix, AZ 85016