Life Moves Wealth Management is a fee-only financial advisory firm located in Scottsdale, Arizona. We serve as financial and exit planning advisor for business owners and business professionals.
With a lot of demands on your time, we understand it can be stressful to manage all the moving parts of your financial life in your ‘spare’ time.
Our financial advice approach helps you get financially organized and see your progress in real time.
Our approach to financial advice aligns your goals with your financial purpose.
What exactly is financial purpose?
It’s the underlying reason behind your financial decisions, rooted in your values and priorities. This goes beyond just dollars and cents, helping you make decisions that align with what matters most to you.
By centering on your financial purpose, the conversation shifts from merely discussing affordability to a deeper exploration of what truly matters to you about how you utilize your money.
Discover how the core element of our approach to financial advice centers around your financial purpose.
Our advisory services follow the seven key areas of financial planning. Looking at your entire financial life ensures you are receiving complete financial advice.
Typical services include: