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Well-Rounded Success Well-Rounded Success

PLAN. THRIVE. GIVE. GROW.

Our Flagship Services: Financial Literacy & Personal Growth Programs for New Adults!

Giving is at the heart of Well-Rounded Success™ where clients vote which nonprofit receives 2% of our company's top-line revenues each December.

Learn more

"My goal is to make Financial Planning fun! My behavioral-finance style focuses on helping you define your own definition of success, make good decisions, and to also be philanthropic while on your journey. I'm a millennial helping millennials as an independent fee-only CERTIFIED FINANCIAL PLANNER™ who acts as a fiduciary - meaning I put my client's interests before my own." - Dan Andrews, CFP®

How We Help

PLAN

We tackle your biggest financial decisions first to develop the right financial strategy for you.

THRIVE

Life is about more than saving. We help you find the balance and thrive, living the life you intend!

GIVE

“From what we get, we can make a living; what we give, however, makes a life.” - Arthur Ashe.

GROW

Build long-term wealth and happiness at the same time with our proven guidance.

Quoted in article, “Ask Brianna: Help Your Parents Based on Need, Not Your Guilt.”

US News & World Report

Quoted in article, “Financial Advisors Embrace Virtual Offices.”

InvestmentNews

Article showcased, “Invest with Taxes in Mind.”

XY Planning Network Blog

Quoted in article, “Should I socialize with clients?”

Financial Planning Magazine

Quoted in article, “9 Things You Should Learn About Money in Your 20’s.”

9News Denver

Podcast interview titled, “Financial Literacy and Success.”

Voice of Bold Business Radio

Quoted in article, “7 Ways to Grow Your Net Worth – Earn More, Owe Less”

MagnifyMoney

Quoted in article, “Here are 5 Times When It’s Better To Stash Your Cash and Pay with Plastic.”

USA Today

Quoted in article, “Should You Use Your Rainy Day Fund for Medical Bills?”

MagnifyMoney

Quoted in article, “Extract Meaningful Input from Clients.”

Investor’s Business Daily

Co-Hosted with Farnoosh Torabi to answer money questions on “Episode 644: Ask Farnoosh.”

‘Your So Money’ Podcast

Quoted in “Got a Dream? Here’s How to Pay for It!”

Barron’s Next

Quoted in “Advisors Adopt Smart Study Habits to Prepare for Professional Exams.”

Investor’s Business Daily

Quoted in “How to Make a Budget: The Shortcut Version.”

Barron’s Next

Quoted in “Use Open Enrollment to Cut Your Taxes: Get an HSA”

Barron’s Next

Quoted in “How Being Lazy Can Help You Save Money”

USA Today

Interview titled “Episode #97: Surviving the First Year to Thriving in the Second.”

XYPN Radio Podcast

Quoted in “Our Industry Diverse. Join Us As We Do Something About It!”

XY Planning Network Blog

Our Team

Dandrews

Dan Andrews

Leader & a CERTIFIED FINANCIAL PLANNER™ Professional

My life changed when I defined my personal version of success. Living an intentional life to pursue Well-Rounded Success improved everything about my life and I find it important to encourage others to pursue a well-rounded life responsibly while giving back along the way.

Background: Financial Services, Hospitality, & Philanthropy

Hobbies: Disc golf with my dog Bogie, unplugging, postcards, traveling, and spending time with my lovely fiancée.

Quirks: I’m a proud corny joke enthusiast and am passionate about the historical Disney brand.

Please Contact Dan to get in touch.

HowAboutYou

How About You?

Partner

Here's a breakdown for what I'm looking for in the person to join Well-Rounded Success:

  • An Analytical Mind for Business Development
  • Current Skills - or Determined to Obtain Skills - in:
    • Taxes
    • Compliance
    • Accounting
  • Strong personality to contribute, self-start projects, keep us on-track, and complement Dan's skills to grow Well-Rounded Success

Click Here For a More Detailed Job Description

Please Contact Dan to learn more.

From Our Blog

How to Handle Market Downturns: Horror Show or Part of the Journey?

12 February 2019

Credit Report & Score 101

31 January 2019

36 Money Quotes to Celebrate Three Years in Business

03 January 2019

How to Set Better Money Goals: An Explanation of S.M.A.R.T. Goals

27 December 2018

Align Your Money with Your Values

20 December 2018

24 Money Tips for New Adults: Wisdom Gained from 24 Interviews

27 November 2018

Your Gratitude Adjustment: Rituals to Be More Grateful in Your Life

21 November 2018

Spooky Financial Tips: Happy Halloween Video

31 October 2018

Traffic Light Investing: Your Time Horizon and Risk Tolerance

26 October 2018

A Framework for Living: Build Your Own Well-Rounded Success Model

29 September 2018

How to Have Family Money Conversations

27 September 2018

Prevent Impulse Buying: Video

24 August 2018

Get Ready for Finology! How Financial Planners Can Help

16 August 2018

Career Development Tips: Video & Survey

31 July 2018

Rebalance to Buy Low and Sell High

27 July 2018

Video: How to be a Portable Worker

10 July 2018

Well-Rounded Success Instagram Links

06 June 2018

21 Books that Transformed My ‘New Adult’ Years

01 June 2018

For Parents: How We Help Your Adult Children with Financial Literacy & Personal Growth

04 May 2018

Talking Money With Your Partner: Video and Worksheet

26 April 2018

Invest with Taxes in Mind!

13 April 2018

Be an Everyday Philanthropist: Give Your Time, Treasure, & Talent

22 March 2018

What Will You Compound?

27 February 2018

12 Podcast Recommendations: Volume Two

21 February 2018

Passive vs Active Investing: Keeping Your Costs Low

22 January 2018

Review Your Year: An Exercise to Reflect on Your Year’s Pros-and-Cons

30 December 2017

24 Versions of Success from 24 Interviews

24 December 2017

Invest with Dollar Cost Averaging

01 November 2017

5 Money Lessons I Learned From Disney

11 October 2017

Video & Handout: Discover Your Compass

26 September 2017

Moose Ear Leadership: Four Ways To Brighten People’s Days

07 September 2017

Investing with Optimism: A Key Factor in Our Investment Philosophy

01 August 2017

Video & Handout: “It’s a Trap!” Three Questions to Ask Personal Finance Professionals

27 July 2017

18 Books For Your Summer Reading List

01 July 2017

How To Find A Fiduciary: Three Questions To Ask Financial Professionals

08 June 2017

Video & Worksheet: Train Your Mind For Happiness

22 May 2017

Get in Touch

Well-Rounded Success™

We love meeting new people. To chat more about financial planning, our community projects, or anything else, just reach out! Oh and we love postcards too. Send us one!

Monthly Financial Tips & Corny Jokes

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Our contact details

1001A East Harmony Road
#25
Fort Collins, CO 80525
dan@wellroundedsuccess.com
T: 720.507.9203

     

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