Colleen Weber CPA LLC

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Colleen Weber CPA LLC Let’s work together to best position you to meet your goals and have financial peace of mind. Accountant

With all the complex tools and strategies out there, the lessons that make the biggest difference aren’t about numbers a...
10/16/2026

With all the complex tools and strategies out there, the lessons that make the biggest difference aren’t about numbers at all. They’re about mindset.

Read our article to see how a shift in perspective can change the way you approach your finances.

By Colleen Weber, CFP®, CPA As both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the industry, I’ve spent my entire professional career learning as much as I can to better serve my clients. Because of this, I often get asked a...

Release the burden of financial planning and tax planning by working with a CPA financial advisor. Book your introductor...
10/14/2026

Release the burden of financial planning and tax planning by working with a CPA financial advisor. Book your introductory meeting to start bridging the gap between your financial dreams and reality.

Start simplifying your financial life by working with a CPA financial advisor.

Estate planning plays a pivotal role in preserving and transferring wealth across generations. In this article, we revie...
10/12/2026

Estate planning plays a pivotal role in preserving and transferring wealth across generations.

In this article, we review how sophisticated estate planning strategies serve wealth preservation and transfer at each stage of life. Check it out!

Learn the value of estate planning at every stage of life. Colleen Weber is a CPA and fee-only financial advisor based in Chanhassen, MN.

When your money mirrors who you are and what you believe, you’ll feel like you’re the master over your money, steering y...
10/09/2026

When your money mirrors who you are and what you believe, you’ll feel like you’re the master over your money, steering your own ship. But how can you make your money align with your values?

Here are five easy steps.

Exploring the idea of values-based financial planning? Read our strategies and tips from Colleen Weber CPA, CFP.

Have questions about working with a financial advisor? We've got answers! Check out our FAQ page to learn more about wha...
10/07/2026

Have questions about working with a financial advisor?

We've got answers!

Check out our FAQ page to learn more about what we do and how we can help you plan for the future.

Learn more about how we can help you plan for a better financial future.

High income can create more tax-planning opportunities. Here are year-end tax strategies to consider before December 31....
10/06/2026

High income can create more tax-planning opportunities. Here are year-end tax strategies to consider before December 31. Link in the comments.

Year-end tax strategies for high earners. Colleen Weber CPA, CFP® is an independent fee-only CPA and financial firm in Chanhassen, MN.

“What should I do with my RSUs… and what if I get it wrong?”The right decision depends on how they fit into your overall...
10/05/2026

“What should I do with my RSUs… and what if I get it wrong?”

The right decision depends on how they fit into your overall financial picture, including your goals, your timeline, your risk tolerance, and what you want your money to do for you. Without that context, it’s easy to feel stuck or unsure.

Have you been wondering, “When should I sell my RSUs?” Colleen Weber CPA, CFP® is an independent fee-only CPA and financial firm in Chanhassen, MN.

Finding a meaningful gift for a child who already has enough toys and gadgets can be a challenge for parents and grandpa...
10/02/2026

Finding a meaningful gift for a child who already has enough toys and gadgets can be a challenge for parents and grandparents at any time of year. If you’d rather put some of that generosity toward their future, financial gifts for kids and grandkids can offer something more lasting while creating opportunities to teach them about saving, investing, and managing money along the way.

Consider these 4 smart financial gifts for kids. Colleen Weber CPA, CFP®, is an independent fee-only CPA and financial advisory firm in Chanhassen, MN.

Click here to read about what our clients have to say about working with our team!
09/30/2026

Click here to read about what our clients have to say about working with our team!

Learn why people choose to work with us.

Your individual financial plan for pursuing your own retirement goals is the only benchmark you need. If you start measu...
09/28/2026

Your individual financial plan for pursuing your own retirement goals is the only benchmark you need. If you start measuring your goals against online indexes or other people’s retirement plans, you run the risk of losing sight of your own big picture.

Colleen Weber, a fee-only financial advisor in Minneapolis, MN, reveals the pitfalls of retirement planning without financial benchmarks.

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470 W 78th Street, Ste 210
Chanhassen, MN
55317

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