LIVE YOUR BEST LIFE
For decades, quality financial advice has only been available to the ultra wealthy and not to those who might need it the most.
Let's change that.
How can Rooted Interest help you?
Evidence-based portfolios designed to meet your unique needs.
Customized life plans to give you direction and support to keep you on track.
Clear debt payback strategies to lessen your burden and save you money.
Education and guidance for home, auto, education, and other major purchases.
Finally enjoy budgeting with proven methods that you will actually use.
... and more!
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.