Financial Planning

Yavapai Financial Planning offers two levels of financial planning services.

Happy couple planning their budget

Comprehensive Financial Planning

For the client who needs big-picture, broad-perspective advice which takes into account the totality of one’s life, we offer comprehensive financial planning.

Woman walking with dog

Area-Specific Consultations

For the client who seeks advice on a particular topic or dilemma, we offer area-specific consultations. Whether you’ve had an unexpected loss or you just want someone to walk with you to hold you accountable.

Comprehensive financial planning

Such planning will clarify and incorporate the client’s values, hopes, finances, life advisors, family, interests, career, and community into a blueprint for a well-built future. Comprehensive financial plans cover a wide range of areas in their assessment and recommendation.

Area Specific Consultations

Often clients will desire objective advice in a particular area or for a particular occasion. We field a wide variety of planning related questions and can develop individualized process and tools to help you make the best decision possible.

For a pdf of the types of area-specific consultations we deal with, click here.