We’re Gold Canyon Financial Planning, LLC.
A holistic, fee-only, independent, financial planning and investment management firm serving clients in Arizona and across the U.S. We have over 17 years experience as a registered investment advisory firm and are dedicated to providing financial planning and wealth management to people from all walks of life and all ages.
Human. Relatable. Dependable.
After 20 years of working in corporate America, we noticed a large gap in the services and support offered to women and minority groups. Being women and minorities ourselves, we decided that enough was enough – we were going to be the solution we and other women and minorities always deserved, but never had at our disposal.
We Don’t Just Want to Help You With Your Finances
Are you on the right track for retirement?
Do you know what investment fees you are paying?
Are you looking for a Financial Advisor to whom you can relate?
What would accomplishing your financial goals allow for in your life and your family’s life?
What difference would it make to fulfill your life goals?
If anything were possible, what would you love to make happen in your life?
We want to provide you with a comprehensive look into your current situation and future possibilities.
What We Do
- Treat you like family through caring attention, respect and open-mindedness.
- Enrich your life by providing holistic financial planning focusing on your core values, life goals and financial resources.
- Hold ourselves to the highest level of integrity and honesty.
- Maintain professionalism and expertise in issues affecting women and minority groups.
Why We Do It
- You (our client) are at the core of our business. Without you, we would have no purpose.
- We value truly understanding your needs while taking into account your unique life situation.
- Our relationships with our clients allow us to make an impact in a variety of communities.
- Everyone deserves a safe place to discuss their plans for their future — no matter who they are.
All Walks of Life Welcome
As female founders, we’re proud to lend our expertise to a diverse roster of clients.