Getting you from where you are to Money Confident!

Let us help you overcome your financial "hang-ups." At Breakthrough, we are not just interested in your financial success, but in you having a healthy relationship with money.
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Transforming Financial Stress into Strength
Welcome to Breakthrough Financial Wellness

At Breakthrough Financial Wellness, we believe that money touches every aspect of our lives, which makes Financial Wellness crucial to living your best life. Wellness is about healing, living in alignment with our values, and having the courage to dream a different future. That’s the heart I bring to every workshop, presentation, therapeutic coaching session, and conversation.

Let’s work together to unearth what’s holding you back—or keeping your business from reaching its full potential—and build something new, together.
ABOUT US

MONEY IS LIKE AIR- IT TOUCHES EVERYTHING.
 

Wills and Trusts

Professional Life

Ensure your assets are distributed according to your wishes with a professionally drafted will or trust. Our attorneys tailor solutions to fit your circumstances.
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Power of Attorney

Global Citizenship

Assign a trusted individual to manage your legal, financial, and medical affairs in case you become unable to do so.
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Probate
Personal Growth
Simplify the probate process with expert guidance. We assist executors and beneficiaries in managing and distributing estates efficiently.
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Asset Protection

  • Relationship

Shield your assets from potential risks, including creditors and lawsuits, with strategic legal planning.
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Business Succession

Social Relationship

Ensure a smooth transition for your business with a legally sound succession plan tailored to your needs.
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Special needs planning

Phisical-Mental Health

Set up trusts and legal structures to provide long-term financial security for loved ones with special needs.
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Estate Planning

Economic Justice

Staff Member

Spiritual Well-Being

Professional Estate Planner

Why Choose Breakthrough Financial Wellness?
Estate Planning Experts You Can Trust in Phoenix, AZ

At Breakthrough Financial Wellness, we prioritize your peace of mind. With years of experience in estate law, we offer tailored solutions designed to protect your assets and loved ones. Our commitment to transparency, compassion, and legal excellence ensures you receive the highest level of service.

• Experienced Estate Planning Attorneys
Decades of legal expertise dedicated to estate law.

• Personalized Legal Solutions
Plans designed to fit your unique financial and family situation.

• Compassionate Guidance
We make the estate planning process stress-free and understandable.

• Efficient & Transparent Process
We guide you through every step with clear communication.

• Local Knowledge & Dedication
Proudly serving Phoenix and the surrounding communities.
 
CONTACT US

2002

Year Established

1,000+

Clients Served

100%

Satisfaction Rate

50+

Legal Strategies

More Ways We Can Help You
 

✔ Living Wills

✔ Advance Healthcare Directives

✔ Charitable Giving Strategies

✔ Guardianship Designations

✔ Elder Law & Medicaid Planning

✔ Digital Estate Planning
✔ Trust Administration

✔ Real Estate Planning

✔ Digital Asset Protection

✔ Tax Minimization Strategies

✔ Estate Litigation Support

✔ Guardianships
✔ Family Trusts

✔ Retirement Planning

✔ Business Entity Formation

✔ Beneficiary Designations

✔ Pet Trusts

✔ Dynasty Trusts
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Family Estate Planning

Secure Your Future, Protect Your Loved Ones

Why Do I Need an Estate Plan?
Estate planning is essential for protecting your assets, ensuring your loved ones are cared for, and preventing unnecessary legal complications. Without a proper plan in place, the state decides how your estate is distributed, which may not align with your wishes. A well-crafted estate plan gives you control over your financial and medical decisions, minimizes taxes, and helps your family avoid the stress of probate. Whether you're planning for your family's future, protecting a business, or securing long-term care options, taking action today ensures peace of mind for tomorrow.
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How Our Process Works
Three Simple Steps to Secure Your Estate
 

Step1 deck

Step 1:
Schedule a Consultation

Meet with our estate planning experts to discuss your needs and goals.
Step2

Step 2:
Develop Your Plan

We create a customized estate plan tailored to your specific financial and family situation.
Step3

Step 3:
Finalize & Secure

Sign and implement your estate plan with confidence, ensuring legal protection for the future.

Plan Today for a Secure Tomorrow

Take control of your future with a customized estate plan from Breakthrough Financial Wellness. Protect your assets and ensure your loved ones are cared for.
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Testimonials & Reviews
What People are Saying
 

Testimonial
"Working with Breakthrough Financial Wellness was the best decision for our family. They made estate planning simple and stress-free. Highly recommend!"
— Chris P.
Testimonial
"Their team provided excellent guidance for our trust and will. We feel confident that our assets are protected."
— Angela W.
Testimonial
"I was overwhelmed with probate matters after my father’s passing. Breakthrough Financial Wellness made the process smooth and easy to understand."
— Edward R.

Secure your family’s future
Get Started with Breakthrough Financial Wellness Estate Planning Today

Planning for the future starts today. Whether you need assistance with wills, trusts, or estate planning, our team at Breakthrough Financial Wellness is here to provide expert guidance tailored to your needs. Contact us now to schedule a consultation and take the first step toward securing your legacy.

522 N Central Ave # 831
Phoenix, AZ 85004

Give Us a Call: 928-421-1066