Renovate Financial Planning

Our Mission

At Renovate Financial Planning, we empower Real Estate Investors to achieve their financial goals and navigate the complex world of investments and real estate. We believe in comprehensive financial planning that aligns with your individual aspirations and goals.

Who We Are

Led by Scott Jensen, a seasoned financial advisor and avid real estate investor, Renovate Financial Planning is a Fee-Only Registered Investment Advisor. We are driven by a passion for helping our clients achieve financial clarity and security through a personalized and collaborative approach. Our team consists of experienced professionals who are dedicated to providing exceptional guidance and support.

What We Offer

We provide a comprehensive array of services designed to meet the unique needs of Real Estate Investors:

• Fee-Only Fiduciary Financial Advice: We prioritize transparency and accountability by offering transparent fee-only financial planning and investment management.
• Comprehensive Financial Planning: We take a holistic approach to planning, considering your financial goals, investments, tax strategies, estate planning, and insurance coverage.
• Personalized Investment Management: We work with you to develop a diversified portfolio that aligns with your risk tolerance, investment goals, and financial situation.
• Education and Empowerment: We believe in empowering clients by providing clear explanations and accessible financial guidance throughout the planning process.

Our Philosophy

We believe in a holistic approach to financial planning, considering all aspects of your financial life. We focus on:

• Value Investing: We prioritize passive, index fund investing for long-term growth and preservation of wealth.
• Transparency and Fee Clarity: We believe in open communication and disclose all fees associated with our services.
• Client-Centric Approach: We prioritize understanding your needs, goals, and concerns to create a personalized plan that works for you.

Our Commitment

At Renovate Financial Planning, we are committed to building long-term relationships with our clients. We value open communication, transparency, and building trust through personalized guidance and exceptional service. Contact us today to schedule a complimentary consultation and learn how we can help you achieve your financial goals and navigate the complexities of the real estate market.