Personal Financial Mavens, Inc.

Personal Financial Mavens, Inc. (PFM) is a fee only firm offering tax preparation, financial planning, and investment advice. PFM has a unique fee structure. PFM charges a monthly fee averaging $125 which includes annual tax return preparation (Form 1040), a complete financial plan, investment advice, assistance with the purchase of life, health, auto and home insurance, and advice on other major financial commitments. We are dedicated to finding the most cost efficient ways of meeting our clients' financial needs. Since we are not trying to sell commission based products or charging an hourly rate, we are able to have very open communication with our clients. Our clients can call us at any time without concern about the cost and we can contact them at any time with the client’s knowledge that we are only contacting them with information that can help them. Currently, Personal Financial Mavens, Inc. only serves clients that are residents of Arizona.