YOUR STORY FINANCIAL, LLC
PHOENIX, AZ

Your Story Financial, LLC is a fee-only fiduciary registered investment advisor based in Phoenix, Arizona. Founded on the belief that quality financial advice should be accessible to everyone regardless of age or assets, Your Story Financial prides itself on not being compensated via commissions, which ensures clients' best interests are always prioritized. They emphasize the creation of personalized financial success stories for each client by guiding them through every chapter from start to finish. As an associate member of NAPFA (National Association of Personal Financial Advisors), they align with a leading professional organization committed to serving clients' needs objectively and ethically. Located in Phoenix but operating virtually, Your Story Financial provides comprehensive financial planning and investment management services across the United States. Their approach begins by encouraging clients to visualize their desired future through values, beliefs, ethics, and personal goals. This vision-driven method enables clients to formulate aligned objectives that guide them toward crafting a more manageable and successful financial journey. Incorporated in Florida on March 9, 2018, Your Story Financial, LLC operates with its mailing address at 2030 W Baseline Rd., Suite 182-6949, Phoenix, AZ. The company's status is documented under Florida.Models.Dos.FloridaCompanyStatus with a filing number L18000062491 and has reported activity as of April 26, 2024. Shehara Wooten serves as the authorized member of the firm.