Intelligent Capitalworks Fiduciary Fee Only Financial Advisor
Phoenix | Scottsdale, Arizona (480) 951-2900

PROFILE

Monique Pressley

Client ServiceManager

Reliable navigation.Skilled and experienced guides.

How we do it

We work to understand your vision and gain clarity of your purpose. We commit our time, talent and resources to study and analyze your situation. We develop plans and strategies for your consideration, and we implement and manage the resulting day-to -day workflows on your behalf.

Issue-centered

Focusing on your needs, vision and aspirations.

Bias-checked

Understanding your history, anxieties and points of view.

Goals-based

Setting realistic and achievable objectives with you.

Process-guided

Making your financial goals more measurable.

Risk-balanced

Identifying, measuring and managing your financial threats.

Scenario-Analyzed

Considering the range and likelihood of your financial outcomes.

Roadmap-ready

Creating your financial plan and investment guidelines.

Workflow-driven

Helping manage the workflows of your financial life.

Most importantly, we work diligently to surround you with others who will place your needs ahead of their own. That’s what fiduciaries do. They put you first.

Progess-measured

Evaluating and adjusting as your future unfolds.