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Formative Financial

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Colorado Springs, CO
Formative Financial

Formative offers services to investors seeking to align investment decision-making with personal values and/or institutional missions.

We believe in a different kind of wealth management — one that starts with understanding the whole of who you are, so we can help you achieve your financial and personal goals. For 35+ years, our mission has been to deliver solutions to help all of our clients meet their financial and personal objectives. Today, Formative brings that same conviction together with modern technology and a full team

of specialists to serve every dimension of your financial life. NOTE: Formative is not responsible for the comments and opinions expressed by third-parties. Any such post has been made without Formative’s prior approval or review and does not confer any of Formative’s investment-related authority simply by being posted herein. The use of the “like” button is not a testimonial but only a request for the purpose of following or getting additional information.

05/21/2026

First Affirmative is now Formative. Read more about how we’re evolving to better support modern values-based advisors and their clients at formativefinancial.com

04/09/2026

Celebrating Our Team at First Affirmative Financial Network!

This April, we at First Affirmative Financial Network are thrilled to honor our amazing team members! We are especially excited to shine a spotlight on Jared, who is celebrating his birthday this month.

Jared, thank you for your hard work, dedication, and the positive energy you bring to our team every day. We truly appreciate everything you do and wish you a fantastic birthday filled with joy and unforgettable moments.

Let’s unite to celebrate Jared’s contributions and make this month a remarkable one for him!

03/31/2026

It takes a lot for a company to make a positive impact on the world. Countless actions. Constant effort. Real changes. And rigorous measurement. We know, because we do these things every day.

And while the work is complex, our commitment to continuous improvement is straightforward. One simple symbol says it all: the B.

As a Certified B Corp™, we’re excited to join forces with the 10,000 companies around the world who are united by the B to share our story during .

Invest in a sustainable future at www.firstaffirmative.com

03/27/2026

Celebrate Earth Hour Day with First Affirmative Financial Network.

Join us in honoring Earth Hour Day, a meaningful annual event aimed at raising awareness about critical environmental challenges and fostering a collective commitment to safeguarding our planet. Occurring on the last Saturday of March, Earth Hour invites individuals, communities, and businesses worldwide to switch off their lights for one symbolic hour, showcasing a united call to action for sustainability.

- This impactful movement highlights the urgent need to tackle climate change.
- It also underscores the significance of investing in a sustainable future.

By making mindful choices and supporting eco-friendly initiatives, we can contribute to a healthier planet for generations to come. Together, let’s harness the spirit of Earth Hour and drive meaningful changes that reflect our shared responsibility to protect and preserve our environment.

03/24/2026

Our B Corp™ certification represents what we’ve achieved — and we’re just one of thousands of companies around the world who are united by the B.

is a celebration of this powerful movement to make business work better for everyone. We’re proud of how far we’ve come as a company, and even more excited about where we’re headed as a community. Invest for a sustainable future at www.firstaffirmative.com

03/18/2026

Global recycling day, celebrated annually on March 18th, serves as a reminder of the importance of recycling in preserving our planet's resources. This day inspires people worldwide to rethink waste and recognize the potential of materials that are often discarded.

Communities come together to host events, workshops, and activities focused on educating individuals about recycling practices and innovations in the industry. By embracing the principles of recycling, we contribute to a more sustainable future, reduce environmental impact, and promote a circular economy where materials are continuously repurposed and reused. Let’s take a step forward to protect our planet by recycling a part of our daily lives, not just on Global Recycling Day, but every day.

03/06/2026

Employee Appreciation Day presents a wonderful opportunity for First Affirmative Financial Network to acknowledge and honor the commitment and effort of our Rock Star Team. This special occasion enables us to convey our heartfelt thanks for the invaluable contribution each team member provides to our collective success.

- From innovative problem-solving
- To exceptional client service
- And promoting a positive workplace culture

Our team consistently exceeds expectations. Celebrating this day not only enhances morale but also reinforces our spirit of collaboration, ensuring our ongoing excellence and growth. Thank you, Rock Star Team, for your dedication and enthusiasm!

03/02/2026

As March arrives, we at First Affirmative Financial Network are thrilled to celebrate our special milestones, and today, we shine our spotlight on Stephen.

Please join us in sending heartfelt birthday wishes his way on this significant day.

Stephen, your commitment and hard work have made a tremendous difference, and we sincerely appreciate everything you do. We wish you a year filled with joy, success, and all the happiness you truly deserve. Cheers to another amazing year ahead! 🥳🎈

Address

5475 Mark Dabling Boulevard, Suite 320
Colorado Springs, CO
80918

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.formativefinancial.com/

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