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Welcome to Life Moves Wealth

Fee-Only Financial Advisor

We align your life and money to your financial purpose. Get started today!

Independent fee-only wealth advisor for business owners and professionals in Scottsdale. Home of the Financial Purpose Method.

Who We Are

Life Moves Wealth Management is a fee-only financial advisory firm located in Scottsdale, Arizona. We provide wealth management services primarily to business owners and professionals.

Discover how our process centers around your Financial Purpose – the core element of our approach to financial advice.

Our Latest Financial Insights

Stock picking is hard

10 year stock price performance chart for Nvidia (NVDA)

Honest investors can attest that stock picking is hard. A strong conviction pick can lead to out-performance one year and under-performance the next. Or, vice-versa. I recently saw a discussion on Twitter among financial professionals based on the following... Continue Reading

Debt Ceiling

Chart showing the US debt ceiling since 2006. US Treasury Secretary Janet Yellen has warned the US government could run out of money by early June.

The US debt ceiling is all over the news today, so let’s talk about it. Before 1917, Congress had the ability to use the Power of the Purse at their own discretion. In effort to make the federal government... Continue Reading

Fed raises rates (again)

The Fed raised rates again today - the 10th hike in this current cycle. As a range, Fed funds rate was 0.00%-0.25% just 13 months ago. With today’s hike, it is now set a range of 5.00%-5.25%. The Fed... Continue Reading

Advice gap

a survey of wealthy advisors shows a massive advice gap between the services clients expect of their advisors vs what is received

What services do you expect from your financial advisor? What are you actually getting? Think about it. Is there a gap between your advisory expectations and the reality? Research from SpectremGroup among wealthy investors shows there’s a massive advice gap in... Continue Reading

What to do with your 401(k)

What should you do with your 401(k) when changing a job? The US is the only developed economy where cashing out is an option. It's called Retirement Leakage, and it's harmful to your wealth.

Changing jobs and wondering what to do with your 401(k)? You have four options available for your 401(k) plan when changing jobs. Yet, almost half of job changers cash out. A Harvard Business Review study found that approx. 41%... Continue Reading

Making better decisions!

an insightful visual aid to demonstrate how the quality of our decision-making process impacts our results.

Making better decisions requires an effective and structured process. Consistently following such a process can be challenging, especially when emotions come into play. Emotions can cloud our judgment and steer us away from the logical path. This generally leads... Continue Reading

Welcome to Life Moves Wealth.

Financial advice. Simple. On purpose.

CALL US TODAY: 602-223-1801

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