dynamic-fp.com

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  "name": "Dynamic Financial Planning, LLC",
  "legalName": "Dynamic Financial Planning LLC",
  "url": "https://www.dynamic-fp.com/",
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    "addressLocality": "3807 E Ember Glow Way",
    "addressRegion": "Ph",
    "postalCode": "85251",
    "addressCountry": "US"
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  "telephone": "6023732216",
  "email": "anthony@dynamic-fp.com",
  "openingHours": "Mo,Tu,We,Th,Fr 09:00-17:00",
  "areaServed": [
    "3807 E Ember Glow Way"
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    {
      "@type": "Question",
      "name": "Who do you typically work with?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "I work with people building meaningful wealth through equity compensation, a business sale, or inheritance, often navigating growing complexity around taxes, investments, and major life decisions. Many clients are in their 30s and 40s, though what matters more than age is being in a stage where coordination matters."
      }
    },
    {
      "@type": "Question",
      "name": "How is this different from a traditional advisor?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "Many advisors focus primarily on investment management. I help clients coordinate investments, taxes, equity compensation, cash flow, and major financial decisions so they work together as part of a broader plan. That's often the difference between advice and true planning."
      }
    },
    {
      "@type": "Question",
      "name": "How do fees work?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "I'm fee-only, which means I'm compensated directly by clients, not through commissions or product sales. Depending on the engagement, clients may work with me through a one-year flat fee planning engagement that starts at $7,500, or an ongoing advisory relationship. Either way, incentives stay aligned."
      }
    },
    {
      "@type": "Question",
      "name": "I already have a CPA. Do I still need a financial planner?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "Yes, because tax preparation and financial planning solve different problems. Your CPA often looks backward while planning helps you make better decisions before tax consequences show up. That coordination can matter a lot."
      }
    },
    {
      "@type": "Question",
      "name": "Do I need a certain amount of assets to work with you?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "No. Many clients are high earners still building wealth. Others have already accumulated significant assets. The common thread is not a balance sheet threshold, it's wanting more thoughtful, coordinated advice."
      }
    },
    {
      "@type": "Question",
      "name": "Why not just use a robo-advisor, an AI tool, or do it myself?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "They can work well for managing a portfolio. What they're less likely to catch is the blind spot specific to your situation, the kind of gap you won't notice until it costs you. None of them coordinate your taxes, equity compensation, insurance, or estate plan around your actual life. That's a structure problem, not a portfolio problem, and no matter how good the software gets, it still doesn't pick up the phone and call your CPA."
      }
    },
    {
      "@type": "Question",
      "name": "What does getting started look like?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "It begins with a brief introductory conversation to see whether there's a fit. From there, we clarify priorities, outline a roadmap, and begin implementing changes in a deliberate sequence. Clients usually feel greater clarity quickly."
      }
    },
    {
      "@type": "Question",
      "name": "Do you work with clients outside Arizona?",
      "acceptedAnswer": {
        "@type": "Answer",
        "text": "Yes. While I'm based in Scottsdale, I work with clients nationwide through a fully virtual process so you can get the same level of guidance regardless of where you live."
      }
    }
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}