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Paul Monax (CFP®)

Paul Monax focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Middle Income Client Needs
  • Tax Planning

Planning Specialties

Irregular Income

Solopreneurs/Consultants/Freelancers/1099/Independent Contractors

Side-Hustle, or want to launch one, or take existing one full-time

Additional Information

Is the unpredictable nature of irregular income causing you stress?
Do you feel like you can't plan 3-6 months into the future let alone decades for retirement?
Wouldn’t it be nice to eliminate the uncertainty and unpredictability of irregular income and replace it with the certainty of a steady paycheck you could count on?

My backstory: I was a software engineer for 20+ years and moved into consulting work after the first couple of years of my career. That initially looked like working for a couple of small boutique firms for a half dozen years and then I left a steady paycheck behind when I launched a solo consulting company.

After working for a big company to gain industry experience for 7 years it was again time to head out on my own and launch a financial planning firm. I also went back to school to become a CERTIFIED FINANCIAL PLANNER™ professional.

Understanding irregular income personally has enabled me to specialize there with my firm and help you build Today + Tomorrow in your life.

NAPFA Start Date

August 27, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Call for an Appointment Littleton, CO 80128 Phone: (720) 722-3671
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