Yavapai Financial Planning specializes in…

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The world of personal finance can be a complicated thing. This leads to all sorts of problems because complexity breeds confusion and confused people don’t make the best of decisions. While we certainly have a respectable level of expertise, credentials, and experience to offer, ultimately if our work together doesn’t lead you to understand your situation and options enough to make wise choices we haven’t done our job.
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At Yavapai Financial Planning, we work closely with our clients to not only have perspective enough to make good decisions, but to see those decisions through. Once engaged, we will work closely with you to tackle problems, prepare for the future, and pursue dreams. When necessary, we will also communicate and coordinate with other professionals, such as CPAs and attorneys as part of a larger team working on your behalf.
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Every person and every situation is unique, so the “one size fits all” approach rarely works well in regards to financial planning. Yavapai Financial Planning is small, independent, and flexible, allowing us the ability to develop individualized processes and tools for our clients.
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Yavapai Financial Planning is a fee-only practice, meaning we are not compensated for the sale of financial products. Instead, you pay us fees for our work. We are committed not to a certain threshold of sales activity, but to providing you our best objective and unbiased personal advice. Our registrations hold us to a fiduciary standard in all our dealings, not the looser suitability standard of brokers and agents. Our fees are always straightforward, disclosed, and agreed upon prior to engagement.

Brief about YAVAPAI

Yavapai Financial Planning, LLC, is a fee-only financial advisory firm located in Prescott, Arizona. We provide comprehensive financial planning, area-specific financial planning, and asset management services to our clients.

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AI Anderson

Al handles YFP’s personal financial planning and asset management functions, where his particular professional passion is working with individuals to determine the best use of their available resources in light of their current situation, likely future, and hopes and values. 

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Dwayne Warrick

Dwayne has been a managing member of Yavapai Financial Planning, LLC since he and John Cargill started the firm in 2000. Prior to that he worked in tax planning and resource consulting following a career with the US Forest Service in Arizona, New Mexico, and Texas.

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