The goal of traditional retirement planning has been to build a “nest egg” of personal savings and investments...
Serving clients throughout the country and the Phoenix metro area for over 30 years, we are an independent, fee-only financial planning and investment advisory firm.
“Intrinsic Wealth Counsel” speaks clearly to what we aspire. We co-create plans around clients’ Intrinsic motivations, and manage clients’ life savings based on the Intrinsic value of companies. When it comes to life planning, Wealth is far more than money. We believe that intrinsic motivations are far more powerful a force for life goal achievement than extrinsic motivations. We also believe there are few, if any, who 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.