Contact Info

Phone: 720-507-9203
E-Mail: dan@wellroundedsuccess.com
Website: wellroundedsuccess.com
Blog: www.wellroundedsuccess.com/blog
Speaker Sheet
Availability: Colorado

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Topics: Money Mindset, Financial Freedom, Finance Success, Professional Development, Personal Development, Millennials, Personal Finance, Financial Literacy, Young Professionals, Cross-Generational

Areas: Fort Collins, Denver area, Northern Colorado

Titles: Leader, Founder, and CERTIFIED FINANCIAL PLANNER™ Professional

FEE, FREE

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Independent Millennial Financial Planner empowers millennials and New Adults to develop healthy financial habits, bridge relational money issues with self, partners, and family, build positive habits around money, and give back while on their life journeys. 

Are you a Millennial or New Adult who sees money as a tool to live an intentional life? If you want to be free of financial stress, but terms like “dollar cost averaging” make your brain spin, then Dan Andrews’ fun, informative presentation is for you. A Certified Financial Planner™ professional featured in USA Today, US News, NerdWallet, Investment News, MassMutual, Investor’s Business Daily, Barron’s Next and other major media, Dan gives your audience a fun crash course on how to spend happier, invest smarter, manage student loans and debt, save easily with his unique “out of sight-out of mind” approach, and much, much more.

You’ll learn how to:

  • Use money as a tool to live an intentional life
  • Spend happier and make your spending reflect your values
  • Identify and combat money disorders
  • Be Lazy with Your Savings with Dan’s “out of sight, out of mind” system
  • Find a financial planner who treats you like a relationship, not a transaction
  • Manage student loans and other debt
  • Bridge relational money issues with self, partners, and other family members
  • Give back and be philanthropic by donating your time, treasure, and talent
  • Create S.M.A.R.T. goals and pat yourself on the back by building a Goals & Rewards Matrix
  • Take your emotions out of investing through dollar-cost averaging, tax-efficiency, and leveraging technology so you can be positive about investment
  • Gauge the appropriate level of emergency funds to keep on hand
  • Know your financial health by calculating your Financial Net Worth (remember that Financial Net Worth doesn’t equal Self-Worth)… and more!

Takeaways
Dan’s eye-opening talks are always full of humor (and he may crack the occasional corny joke), inspiration, and tools you need to take control of your finances now. Everyone leaves his inspiring presentations with smiles, high fives, and worksheets to boost their financial health. As Dan sums it up: “My goal is to be a memorable, intriguing speaker who provides information that inspires people to better their personal, professional, and financial lives.”

Fast Facts

  • Dan Andrews started his own independent financial planning firm where he guides and encourages people to define their own paths, handle their responsibilities, and give back while on their life journey.
  • He leads the way in giving back by hosting Team Trivia nights that support local nonprofits. His company, Well-Rounded Success, also donates 2% of the company’s revenue to a nonprofit chosen by his clients.
  • Dan is a proud corny joke enthusiast and he’s passionate about the historical Disney brand!
  • Conferences, Conventions, Trade Shows
  • Expos, Fairs, Retreats
  • Corporations, Non-Profits
  • Parties, Events of all types
  • CEOs, Executive Managers, HR Professionals
  • Team Leaders, Sales Reps
  • Business & Civic Groups
  • Women’s Groups, Career Women
  • Baby Boomers, Millennials
  • Community Organizations
  • Colleges, Universities, Schools, Youth Groups
  • Attorneys, Financial Planners, Investors
  • Military, Police, Firefighters, Paramedics
  • Emergency Preparedness, Risk Management
  • Parents, Educators
  • Entrepreneurs, Business Owners, Small Offices
  • Tech/Electronics Specialists & Hobbyists
  • Travel Companies, Cruise Lines
  • Therapists, Psychologists, Counselors and Coaches
  • Political & Historical Groups/Associations
  • Libraries, Museums
  • Entertainment Venues
  • Hospitality Organizations, Restaurant Associations
  • Health Care Groups, Hospitals, Medical Offices
  • Health Workers, Healers, Caretakers, Cancer Survivors
  • Nursing Programs, Medical Centers

Presentations

Offered as keynotes, breakouts, seminars or workshops, retreats, trainings and webinars. Dan Andrews is also available as a panel guest or moderator.

Compound Interest: Not Just a Financial Phrase, but a Phrase that can Change Your Life

Confused by “compounding”? You won’t be after this presentation, as Dan Andrews explains how to use the Compounding Principle to better your financial, professional and personal life—and much, much more. “You’ll leave with motivation and action steps to keep building your skills and money,” says Dan, who shows how this financial term can dramatically change your life. In addition to Compounding, here’s what Dan covers…

Financial Life

  • Gauge your Financial Blood Test (ie your Financial Net Worth)
  • Learn how to make saving automatic to build your emergency fund, retirement savings, and for debt management
  • Set dates for accountability to research next steps and accomplish tasks

Professional Life

  • Do an analysis of your current skill sets and how to improve them to better your personal/professional efforts
  • Identify hobbies and enthusiasms to improve skill sets
  • Set dates for accountability to research next steps and accomplish tasks

Personal Life

  • Self-analyze to identify your best self in your day-to-day activities as well as your future
  • Create a personal mission and vision statement
  • Set dates for accountability to research next steps and accomplish tasks

Better Your Financial Relationships with Your Partner, Friends, Family, Financial Professionals and Yourself

It can be tough to talk about finances with our partner, friends, family—and even financial professionals. What to say, how much to reveal? For some people, it’s like stepping through a minefield.

This presentation gives you what you need to open the conversation and set everyone at ease as you plan and make decisions together. You’ll learn the important points to cover when talking finances with friends and loved ones, and how to choose a financial planner you can trust, and how to talk to yourself about finances.

Here’s what Dan covers:  

Your Partner

  • Create a Family Mission Statement
  • Follow a checklist of relational money talking points, such as estate planning wishes
  • Have each earner contribute toward specific goals (for example: higher earner toward livelihood expenses, lower earner toward college plans for the kids)
  • If challenged, get third party help (You’ll get resources)

Your Friends

  • Avoid ‘Keeping Up with the Joneses’ and ‘Flexing for the Gram’
  • Set boundaries (Say no to expensive weddings, nights out, etc., and propose alternatives)
  • Game nights

Your Family

  • Create a Family Mission Statement
  • Follow a checklist of relational money talking points, such as estate planning wishes
  • Control gift spending with alternative solutions
  • If challenged, get third party help (You’ll get resources)

Your Financial Professionals

  • How to find a fiduciary financial planner (someone who treats you like a relationship, not a transaction)
  • Resources to find guidance from financial professionals

Yourself

  • Understand your own money habits, behaviors and personalities
  • Combat money disorders
  • See money as a tool to live the life you want (Make your spending/saving reflect your values)

The Four Pillars of Your Financial Life: Create Goals that Make Cents

Personal finances can feel overwhelming. Let’s start chipping away at all the responsibilities by exploring the foundation of a healthy financial life. The four pillars that we’ll focus on in this presentation include your Earnings, Spending, Savings, and your Psychology. You’ll explore these four areas, then set goals and create tools to hold yourself accountable so that your finances start to improve.

Meet Dan Andrews…

Dan Andrews, CFP®, started Well-Rounded Success, an independent and fee-only Financial Planning firm, as a creative outlet focusing on personal and professional development in 2014. He merged these themes with Financial Planning in 2016, and he now develops processes to help clients with Investment Management, Financial Planning programs, and High Net Worth Planning. His favorite area is helping Millennials and ‘New Adults’ understand financial literacy and personal growth through speaking engagements and private coaching.

Dan enjoys combining humor, inspiration, and useful takeaways for his audiences whenever he speaks. His goal is to be memorable and intriguing by providing information that inspires people to better their personal, professional, and financial lives, and he promises to deliver smiles, high fives, and worksheets to change your life now at his fun, informative presentations.

You may have seen Dan quoted in USA Today, US News, NerdWallet, MassMutual, Investment News, Investor’s Business Daily, Barron’s Next, MagnifyMoney, and the XY Planning Network Blog. He has also been a guest on the podcast “You’re So Money!” with Farnoosh Torabi and on XYPN Radio.

To inspire others to be more philanthropic, Dan also serves as the Public Relations Director for the Colorado Financial Planning Association, volunteers with the XY Planning Network Diversity Committee, and hosts Team Trivia nights that support local nonprofits. His company, Well-Rounded Success, also donates 2% of the company’s revenue toward a nonprofit voted on by his clients.

What people are saying…

I’m unable to use testimonials for compliance reasons as a Registered Investment Advisor.

Books by Dan Andrews