ROOTED INTEREST
LIVE YOUR BEST LIFE
We check all the boxes.
Our advice is in the best interest of our clients, 100% of the time.
CERTIFIED FINANCIAL PLANNER™
Professional advice from the highest standard in financial planning.
We are only paid by our clients and cannot receive commissions of any kind.
We are not obligated to act based on any outside agencies.
FLEXIBLE
You have a life and we offer flexible, convenient, and virtual meetings.
How can Rooted Interest help you?
Investments
Offering unique capped fee investment management with 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.
... and more! See our services below.
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.
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Contact Us
801-896-4524
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