Real Planning For Real Life.™

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Who We Serve

Our ideal client is an individual or couple seeking a long-term personal financial planning and asset management relationship. The individual or couple is ready, willing and able to take control over their financial lives and recognizes the need to outsource to qualified professionals so that he, she or they can focus on what they enjoy and do best. If you see yourself in any of these, you are probably a good fit.

Home 1

Seeking a Team

Noah is a professional executive who has risen through the ranks in his career with a desire to delegate and turn things over to a “team”, while at the same time stay engaged and educated. Read More...

Home 2

Retirement Lifestyle

Maria and David recently retired and were ready for consistency in their financial team. After years of jumping between brokers, they finally found personally tailored and comprehensive care with Intrinsic. Read more...

Home 3

Freedom To Enjoy

Worrying about spending too much, Lauren came to Intrinsic to become confident in her cash flow. As a widow who is now happily remarried, she enjoys knowing what can be spent without affecting her asset base. Read more...

Real Planning For Real Life.™

We want you to experience the rich benefits life planning has to offer. We seek to provide real planning for real life. What we know is that the life planning experience benefits the individual beyond money. Clients who embrace and honor themselves by investing in themselves experience a greater sense of safety and security, peace of mind, better connections with friends and family, higher self-esteem and life satisfaction than those who do not. They possess a greater sense of control of their lives that encompasses every area of their life.

What you want is a safe place to help you sort out your money and your life. You want to know that you have a trusted friend and advisor who has your best interest in mind and heart. You want an advisor who is not concerned with how much time you need to make sure things get done. This is your life and it is worth your time and our time to help you succeed. We believe that success is an individual or couple’s ability to achieve their goals in life, whatever they may be.

We want to help you pursue true wealth and happiness. We know you know that happiness is not about how much money you have and wealth means far more than money. We also know you want real planning for your real life. To realize and enjoy both life’s journey and the destination of life goal achievements.

The Story Behind
Our Name

When it comes to planning, we believe that intrinsic motivations are far more powerful a force for life goal achievement than extrinsic motivations. For example, we think Steve Jobs was clearly an intrinsically motivated individual who aspired to make a dent in the universe. We specifically chose counsel over management as we believe that there are few, if any, that enjoy being “managed”. However, most of us recognize the need and benefits of seeking counsel from a trusted advisor or friend. We aspire to be both.

“Friendship…The comfort of feeling safe with a person, having neither to weigh thoughts nor measure words, but pouring them out, just as they are – chaff and grain together – certain that a faithful hand will take and sift them, keep what is worth keeping and with the breath of kindness blow away the rest.”

— Dinah Mulock Craik (1826-1887)

Compassionate fiduciaries serving individuals, families, and businesses. Intrinsic Wealth Counsel is an independent, fee-only financial planning and investment advisory firm here to serve you.

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Arizona Offices
1255 W. Rio Salado Parkway #115
Tempe, AZ 85281 (map it)

California Offices
2522 Chambers Road #200A
Tustin, CA 92782 (map it)

Tel. (480) 924-5613

Fax. (480) 924-8062

© 2024 Intrinsic Wealth Counsel, All Rights Reserved. Website by Whitefrog.
Intrinsic-Wealth-Counsel---Vignettes---Noah

Noah is a highly successful 47-year-old professional who has risen through the ranks in his career. He is happily married with three children. He and his wife, Sophia, managed their own finances until their personal and professional lives became too busy and complex to keep up with the constant changes in the stock market, tax planning, education planning, and retirement planning.

Noah wanted to build a team of trusted advisors to help them make the best financial decisions possible so they can achieve their biggest goals, including college funding, home improvements, and retirement. Longer-term, they want to raise their kids to be money mature and prepared to inherit the legacy Noah and Sophia desires for them and their grand-children.

Noah and his wife especially value the time, energy, attention, and the occasional nudge to get things done. They realize that what they were missing was the compassionate and comprehensive way the team helps them align all aspects of their financial lives. Their own experience gave them the confidence to refer friends and family.

With Noah’s desire to delegate and turn things over to a “team”, while at the same time stay engaged and educated about their finances, our firm’s comprehensive and team-based approach to planning have become core components of their success and ease.

Intrinsic-Wealth-Counsel---Vignettes---Ashley-David

Maria (56) and David (60) recently retired. Up to that point, they had worked with what seemed to be a revolving door of investment brokers. But when they faced retirement, they quickly realized they did not know what they did not know and were ready for some consistency in their financial team. They wanted highly knowledgeable trusted partners with a comprehensive focus.

David was a chemical engineer for 30 plus years and now teaches part-time online. Maria, who is a Ph.D. in educational psychology with a master’s degree in economics, worked as a director of education for 25 years. At retirement, Maria felt they needed to work with a professional financial planner, and David came to whole-heartedly agree. After all, they really did have places to go and people to see with travel plans all over the world.

Childless, they recognized they had plenty of capital and lifetime incomes but were unsure of the estate plans they’d put in place 15 years earlier. They wanted to know how much they could spend on travel, gift to charities and relatives, and explore how to fairly distribute their estate at death. They wanted a viable and exciting retirement lifestyle plan.  With their 401(k)’s and 403(b) plans now all rolled into one IRA for each, they were surprised by how much they had accumulated. They found that getting their financial house organized immediately relieved a lot of stress, and the professional management and insights they received were added bonuses.

After years of being tossed around from one broker to another, of unreturned phone calls and canned advice, they felt a sense of gratitude for the personally tailored and comprehensive care they started receiving from our office.

Maria and David felt like they finally found what they had been looking for in a relationship with an advisor – someone they could trust and have a high-touch relationship with that could serve them for years to come.

Intrinsic-Wealth-Counsel---VIgnettes---Lauren

Lauren came to Intrinsic Wealth Counsel through a trusted mortgage planner we often work with. She left the advisor she was previously with because his focus was sales, not the advice she needed. She especially values that we operate as a team, and that we never place our client’s investments in anything we would not invest in for ourselves or our families.

After her first husband died some years prior, she is now happily remarried. They keep their money separate; she is wealthy, but her husband has yet to accumulate a great deal of wealth. When Lauren chose us as her trusted financial advisors, she was in the process of retiring. She wanted comprehensive planning with a team she could trust to listen to her unique goals and concerns, so she’d know her loved ones would be taken care of should anything happen to her.

We helped her make sense of her assets and income streams to minimize taxes with a suitable distribution strategy mix between taxable and qualified accounts. We collaborated with her CPA to tax-efficiently step away from annuities that did not fit her needs or goals.

Working with us, she feels much more knowledgeable and confident about her cash flows and investment positioning. She better understands how and why her portfolio is structured the way it is and how her portfolio should be able to meet her financial life goals.

Before working with us, Lauren worried about spending too much, especially on her own happiness. Over the course of working with us on her comprehensive financial life plans and investment strategy, she found that she has the asset base and income stream to live a bountiful life and free herself from her sense of scarcity.

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