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ROOTED INTEREST

LIVE YOUR BEST LIFE

How can Rooted Interest help you?

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Investments

Evidence-based portfolios designed to meet your unique needs. 

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Retirement Planning

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

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Debt Analysis

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

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Major Purchase

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

Money

Budgeting

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

... and more!

We check all the boxes.

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CERTIFIED FINANCIAL PLANNER™

Professional advice from the highest standard in financial planning. 

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FIDUCIARY

Our advice is in the best interest of our clients, 100% of the time.

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FEE-ONLY

Rest assured that we are only paid by our clients and cannot receive commissions of any kind.

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INDEPENDENT

We are not bound to any outside parties and easily adapt to the latest opportunities to best serve our clients.

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FLEXIBLE

You have a life and we offer flexible, convenient, and virtual meetings.

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.  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.  

Spencer Stephens, CFP, MS Fee only fiduciary

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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
FAAM First Ascent Asset Management
NAPFA
Betterment
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