Susan Einberger (CFP®, MBA)

Susan Einberger focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We help you identify your life goals so your financial plan can support those goals. We will discover who you are; what are your values and vision? We will uncover what you are pursuing; what are your goals (not your neighbors or coworkers' goals)? We will ask, “If you had all the money you need, how would you spend your time in ways that are meaningful to you?”

Additional Information

We help people achieve financial independence while enjoying life’s journey. We are CERTIFIED FINANCIAL PLANNER™ professionals with strict ethical standards. We are fiduciaries acting in your best interest. Our flat Fee-Only model avoids conflicts of interest. We listen. We educate. We collaborate. We help clients across the country Enjoy the Ride!

NAPFA Start Date

February 01, 2022

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This Office

2195 Norwood Ave. Boulder, CO 80304 Phone: (303) 717-0925