Is the only investment support you've received thus far from some guy at your bank reaching out on the phone? Or your monthly portfolio report delivered to your inbox? If you crave personal attention from someone who knows you, your needs, goals, and values, then Phoencian Financial Planning is for you.
Based in Midtown Phoenix, Phoenician Financial Planning (PHXplan) has been helping Valley of the Sun residents invest with confidence since 2011. If you'd rather meet your financial advisor at a local coffee shop than a corporate office, if you want to invest in Environmental & Social Governance (ESG) instead of companies that put profits over people, then PHXplan is the CFP for you.
Based in Midtown Phoenix, Phoenician Financial Planning (PHXplan) has been helping Valley of the Sun residents invest with confidence since 2011. If you'd rather meet your financial advisor at a local coffee shop than a corporate office, if you want to invest in Environmental & Social Governance (ESG) instead of companies that put profits over people, then PHXplan is the CFP for you.
Services
Phoenician Financial provides services as broad-based or narrowly-focused as you desire. As Certified Financial Planner, Registered Investment Advisor, Chartered Retirement Planning Counselor and Fee-Only Fiduciary, PHXplan puts your interests above our own to ensure your financial success. Are you feeling out of your depths?
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