History
Our Founder & CEO, Josh Nowak, started his career in Financial Planning in 2008. After spending several years selling commissioned-based products, he decided to exit the industry in 2011 to gain additional life and professional experience and to find a better way to offer financial planning. MidLife Financial, a fee-only firm, started as an idea in March 2017 and was officially registered in the State of Colorado as an Investment Advisory firm on September 15th, 2017. Let the fun begin!
Specialties
Our business helps busy young professionals and families align their hopes & dreams to their daily habits. We are a fee-only financial planning firm who holds ourselves to the fiduciary standard. We help our clients manage their debt, build and maintain a budget, establish emergency savings, allocate savings towards specific goals, and invest with clarity. Lastly, we measure and keep track of your progress and hold our clients accountable to their goals.