Working With Us

At Dunn Perrault & Associates, we are stewards of our clients’ financial lives. We listen, meet you where you are in your financial planning journey, and help to design a personalized plan that’s unique to your goals and vision. The following principles guide our relationships with our clients, partners, team members and community:

• Fill a void in the financial service industry and give successful individuals and families the best advice for the life they imagined
• Use a comprehensive written financial plan to guide educated and efficient decisions
• Satisfy, delight and genuinely care for our clients
• Serve and support the community of Colorado Springs
• Be a resource for our clients and their extended family and friends
• To live our lives with vitality and have work-life balance
• Be stewards of our clients’ financial lives
• Complete transparency of all expenses and fee