Intrinsic Wealth Counsel

Intrinsic Wealth Counsel We help people make money and life work. Real Planning For Real Life.™
Simply put, our goal is to help people make money and life work.

We do this through comprehensive financial life planning and investment management. We know that the life planning experience benefits the individual beyond money. Our many years of experience has taught us that clients who invest in themselves by creating a financial life plan experience a greater sense of safety and security, peace of mind, better connections with friends and family, higher self

-esteem, and increased life satisfaction than those who do not. Intrinsic Wealth Counsel, Inc. is a Registered Investment Advisor registered with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. All information displayed herein is for educational purposes only. It is not intended to offer personal financial planning or investment advice. Nor is intended to offer any legal or tax advice. Market data, articles and other content in this material are based on generally-available information and are believed to be reliable. Intrinsic Wealth Counsel does not guarantee the accuracy of the information contained in this material. Contact your CFP® professional, CPA, Attorney or other advisors to discuss your particular situation. To learn more about us please visit our website and review our disclosure document (ADV Part 2).

On a recent trip with her family, Daniela got to talking with her kids about how neat money is. How it looks different d...
07/23/2026

On a recent trip with her family, Daniela got to talking with her kids about how neat money is. How it looks different depending on where in the world you are.

Try this experiment at home with your kids. They likely know that in the US, our money is the “dollar”.

But what about other names for money? After a quick brainstorm, my kids came up with:

🇨🇳 In China, it is “yuan”
🇲🇽 In Mexico, it’s “peso”
🇷🇴 In Romania, it’s “leu”
🇪🇺 In the European Union, it’s “euro”
🇬🇧 In Great Britain, it’s “pound”

No matter what it's called, we know that money is something used to exchange for goods or services. And fun conversations like this one are a great way to start teaching your kids about how to use it wisely.

Be a good influence on your kids when it comes to money! Get our tips and a link to a useful tool to consider on our blo...
07/08/2026

Be a good influence on your kids when it comes to money! Get our tips and a link to a useful tool to consider on our blog.

With the level of consumer debt skyrocketing and the cost of housing, education, and health care increasing at double-digit rates, younger generations are

06/30/2026

Our team is here for you to make your money and life work!

Planning a big trip this summer? Get our team's tips on what to think about!
06/26/2026

Planning a big trip this summer? Get our team's tips on what to think about!

When we got married more than a decade ago, we said we would take a trip to Scotland before we had kids. We never got around to it before we had kids. Finally though, everything lined up for us to be able to go this year.

Have a new graduate? Check out this advice from   Jill Schlesinger on how to set up their finances for success!
05/19/2026

Have a new graduate? Check out this advice from Jill Schlesinger on how to set up their finances for success!

When it comes to helping soon-to-be college graduates manage their financial lives, the key is to keep it simple and meet them where they are.

Wishing all the Moms out there a Happy Mother's Day!Here are a few words of wisdom from one of our favorites!
05/08/2026

Wishing all the Moms out there a Happy Mother's Day!

Here are a few words of wisdom from one of our favorites!

Looking for a friendly, competent, and kind team to work with on your financial goals? We have that and more. Reach out ...
04/30/2026

Looking for a friendly, competent, and kind team to work with on your financial goals? We have that and more.

Reach out to get started today!

We are an independent financial life planning and wealth management firm integrating your money and your life with an attitude of gratitude.

Are you ready to become a homeowner? 🏡 Get started with these steps from the Intrinsic Wealth Counsel blog.
04/21/2026

Are you ready to become a homeowner? 🏡

Get started with these steps from the Intrinsic Wealth Counsel blog.

tired of renting, how to transition to homeownership

Address

1255 W. Rio Salado Parkway #115
Tempe, AZ
85281

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Intrinsic Wealth Counsel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share