ROOTED INTEREST

LIVE YOUR BEST LIFE

For decades, good financial advice has only been available to the wealthy and not to those who might need it the most.

Let's change that.

How can Rooted Interest help you?

Investments

Evidence-based portfolios designed to meet your unique needs. 

Retirement Planning

Customized life plans to give you direction and support to keep you on track.

Debt Analysis

Clear debt payback strategies to lessen your burden and save you money.

Major Purchase

Education and guidance for home, auto, education, and other major purchases.

Budgeting

Finally enjoy budgeting with proven methods that you will actually use.

Spencer Stephens, CFP®, MS

As an independent, fee-only, CERTIFIED FINANCIAL PLANNER™ I create a judgment-free environment, offer holistic advice, and educate my clients at an affordable price.  Acting as a fiduciary you can rest assured that I am acting in your best interests and not trying to sell you insurance or investments.  With my help, my clients recognize where they are now, envision where they want to be, and work to make their dreams become reality.  

Independent

I work independently for my clients and am not bound to any outside parties.

Fee-only

I am only paid by my clients and cannot receive commissions of any kind.

Fiduciary

My advice is in the best interest of my clients, 100% of the time.

As Seen In:
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Financial success boils down to one word. 

You  

Learn about yourself by selecting one of our FREE and research-based evaluations below.

A career that "fits" our interests, skills, and job satisfaction, typically relates to income. Understand the financial benefit of finding work that fits with your interests and skills.

Identify patterns in your shopping and consumer behaviors then receive feedback on how those behaviors might impact your overall financial goals.

A biodata-based measure designed specifically to predict your future net worth independent of your current age, income, and net worth.

Composure is designed to anticipate potential behaviors when markets fluctuate, rather than your risk preferences or capacity.

Measures personal financial management behaviors including tracking expenses, setting goals, and monitoring household financial health.

Contact Us

Need to talk?  Call 801-896-4524, email, or send a message here and we will get right back to you.

Affiliations

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DFA Dimensional Fund Advisors Invesmenst Mutual funds CFP Certified Financial Planner Fee only fiduciary
CFP Certified Financial Planner Fee only fiduciary
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Rooted Interest, LLC is a Registered 

Investment Advisor in the State of Utah.

©2018 BY ROOTED INTEREST

INFORMATION