With success and wealth accumulation, life gets complicated. Scottsdale Wealth Planning is your professional partner in managing that unique set of circumstances you call, Your Finances.
And this is how we do it.
WE INTRODUCE YOU TO THE PLAN MAN
We start with 25 years of investing experience, and a wealth planner who loves numbers and people. Read more about Registered Investment Advisor Paul Ohanian, CFP® HERE.
WE GET TO KNOW YOU REALLY WELL
Scottsdale Wealth Planning employs a consultative process and holistic approach to wealth planning, beginning in our initial Discovery Meeting. By understanding our clients, their needs and priorities, we can better support and advise them through every stage of life. Learn more about our consultative process HERE.
WE WRITE A WEALTH PLAN UNIQUE TO YOU
Your financial plan should be as individual as you are. Scottsdale Wealth Planning provides a written plan that incorporates your specific values, priorities and resources to guide you in attaining your short- and long-term goals. Each wealth plan designed and maintained by a Certified Financial Planner®.
WE ORGANIZE AND GUIDE YOUR TEAM OF PROFESSIONALS
Scottsdale Wealth Planning takes the lead in executing your plan. We coordinate your existing advisers or build a new customized team from our network of specialists to support you through the implementation process and the lifespan of your wealth plan.
WE LEVERAGE OUR RELATIONSHIPS TO BUILD A BETTER PORTFOLIO
Scottsdale Wealth Planning partners with institutional management firm Dimensional Fund Advisors to give our clients access their unique series of funds and the scientific research behind their investment philosophy. Learn more about Dimensional Fund Advisors HERE.
WE BRING YOU TECHNOLOGY
We empower our clients with interactive financial technology on a secure, cloud-based platform. Each household receives a personal financial website and document vault, providing them with real-time access to their portfolio and clear insight on their financial outlook. Learn more about the personal financial website HERE.