Sedona Arizona

About

Who we are

Life Moves Wealth logo

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.

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.

Define your financial purpose

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 focusing on your financial purpose, we shift the conversation from affordability to achieving what’s truly important.

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

Our services

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:

The National Association of Personal Financial Advisors
The Society of Advice

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