Tom's Thumb Trailhead - Life Moves Wealth Tom's Thumb Trailhead - Life Moves Wealth
Welcome to Life Moves Wealth

Independent, fee-only wealth and exit planning advisor for business owners and professionals.
Reach your financial goals with confidence.

At Life Moves Wealth, we’re all about making you financially awesome!
Let’s carve your path to financial success together.

The Financial Purpose Podcast

Our Latest Financial Insights

Bitcoin ETFs: A Guide for Investors

Mousetrap and bitcoin coin. Cryptocurrency is still a tricky asset class for many investors.

Bitcoin ETFs are officially available on US listed exchanges. This is a significant development in crypto trading. These ETFs providing greater access to the volatile yet potentially rewarding world of cryptocurrencies, particularly Bitcoin. As with any investment, careful consideration... Continue Reading

$33 Trillion and uncertainty

Cover art for episode 32 of the Financial Purpose Podcast, $33 Trillion and uncertainty.

Signs of economic uncertainty are showing up in more places throughout the BIG economy, which impacts the LOCAL economy that you and I intersect every day. From home prices to mortgage rates, car prices to auto loan rates, inflation... Continue Reading

About investment minimums...

Investment minimums are an old-school way for advisors to filter out prospective clients. Advisory firms and their advisors set investment minimums as a way to target growth of assets under management (AUM) and revenue per client. In fact, advisors... Continue Reading

Working ON vs IN your business

Cover for Episode 30 of The Financial Purpose Podcast, Working ON vs IN your business by maximizing your Operations engine, featuring Kendi Brown of Coati Consulting

Many business owners start their businesses because they see a need they can solve, they’re tired of being paid less than their true value, and they want to work for themselves rather than someone else. One day you wake... Continue Reading

How to get your business house in order

Cover for Episode 30 of The Financial Purpose Podcast, How to Get Your Business House in Order, featuring Paloma Goggins of Nocturnal Legal

Do you need to get your business house in order? In this episode of The Financial Purpose Podcast, I talk with Paloma Goggins, Corporate and M&A Attorney and founder of Nocturnal Legal. Listen for our discussion what business owners... Continue Reading

How to choose the right financial advisor

Cover art for Financial Purpose Podcast Episode 29: How to Choose the Right Financial Advisor

Have you ever wondered how to choose the right financial advisor? Whether you’re looking to work with a financial advisor for the first time, or you are looking to change advisors, the looming question in your mind might be:... Continue Reading

Welcome to Life Moves Wealth.

Financial advice. Simple. On purpose.

CALL US TODAY: 602-223-1801

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Policy.