Choice Financial Planning | Wealth Management Firm | Tempe, AZ

    You Choose Your Path

    Our firm was founded on our belief in the power of choice. When you work with many of the bigger firms, your investment choices are made by a large corporation that doesn’t know you and may impose sales quotas. When you partner with us, we put the power of choice in your hands. You are respected, informed, and heard.

    Time-Tested Financial Approaches

    A successful financial plan needs to encompass all aspects of your life and reflect your total picture. We work with you to examine all facets of your financial situation and offer a comprehensive financial plan to include investment accounts, retirement and bank accounts, life insurance, real estate, and more.

    HP-Time Tested- Fiduciary Wealth Management

    Fiduciary Wealth Management

    Investment consulting and management, and overall asset planning strategies.

    HP-Time Tested- Financial Planning

    Financial Planning

    A comprehensive roadmap to help pursue financial security for you and your family.

    HP-Time Tested- Retirement Planning

    Retirement Planning

    An accumulation strategy that seeks to sustain your desired retirement lifestyle.

    HP-Time Tested- Estate Planning

    Estate Planning

    A master plan for the management and preservation of your assets.

    HP-Time Tested- Risk Protection

    Risk Protection

    Strategies to help minimize potential threats to your wealth.

    HP-Time Tested- Retirement Plan Consulting

    Retirement Plan Consulting

    Guidance to ensure your plan addresses your objectives and long-term financial goals.

    ​See Our Services

    Who We Are

    We’re an independent advisory firm specializing in fiduciary wealth management services, financial planning, and retirement planning.

    We demystify investing by explaining concepts in easy-to-understand language and offer a level of financial education you’re comfortable with, so you can confidently make more informed decisions in pursuit of your lifetime dreams.

    ​Meet Our Team


    Christine Koenings

    President, Financial Advisor


    Megan Hollett

    Administrative Assistant