Dale Shafer, CFP®, CBEC®, APMA®
Wealth Management for Business Owners and Professionals | Fee-Only
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Serving Clients Nationwide
Wealth Management for Business Owners and Professionals | Fee-Only
Areas of Focus
- Business Owners
- Business Transitions
- Cash Flow
- Estate Planning
- Exit Planning
- Financial Planning
- Retirement Income Planning
- Tax-Efficient Planning
About Dale Shafer, CFP®, CBEC®, APMA®
Hi, I'm Dale L. Shafer II, founder of Life Moves Wealth Management, an independent, fee-only firm in Scottsdale, AZ, serving business owners and entrepreneurs. Creator of the B.O.S.S. Method™ (Business Owner Strategic Success).Business owners are "my people" because they are often ignored by advisors who don't understand them, and aren't prepared to help them until they are ready to sell their business or have "enough" money to manage. I've created a better way to provide financial advice that actually helps!
I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Business Exit Consultant (CBEC®), and Accredited Portfolio Management AdvisorTM (APMA®).
My wife is a total gem – her name is Melisa. We married in 2010 and have four adult children. And, now we have two "next-gen" kids who have joined the party.
I'm a big believer in being a contributor to my community and not just a consumer of resources. I'm active in Scottsdale Sunrise Rotary Club (President 2022-2023), graduate of Scottsdale Leadership Class 38 "Best in State" and currently serve on the Board, and through my non-profit, Scottsdale Community All-Stars.
Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might even find me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan "dad jokes" to try out on our kids. They're big fans.
Professional Designations
- Accredited Portfolio Management Advisor (APMA)
- Certified Business Exit Consultant (CBEC)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
20715 N Pima Rd ste 108, Scottsdale, AZ 85255, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Life Moves Wealth Management
Life Moves Wealth Management is a fee-only financial advisory firm located in Scottsdale, Arizona, providing wealth management and exit planning services to business owners and professionals.At Life Moves Wealth Management, we speak the unique language of business owners, recognizing that untangling the web of business and personal finances can feel like solving a puzzle with missing pieces. We take a proactive approach to financial planning, helping clients identify risks before they become roadblocks and ensuring business and personal wealth work together seamlessly.
Who We Serve
We work with business owners, entrepreneurs, and business professionals who don't have a simple financial life — unpredictable income, illiquid assets, larger tax bills, and an undefined future exit or retirement. Traditional financial plans generally aren't built for that reality, so we built ours specifically around it.
Our B.O.S.S. Method™
Our B.O.S.S. Method™ (Business Owner Strategic Success) is a step-by-step financial planning framework designed to optimize cash flow, reduce taxes, protect assets, and create an exit strategy that builds lasting wealth. Our mission is to help clients run their business like an investor, not just an operator, so they can grow wealth, optimize their exit strategy, and pursue financial independence.
Transparent Pricing
Investment management services are included in our fee-only wealth management process, and we offer stand-alone investment advice, as well as hourly and project-based financial planning, in limited circumstances. Fees are paid directly by clients, generally on a monthly or quarterly basis, and we do not earn commissions for product sales or referrals.
Life Moves Wealth Management is a registered investment advisor offering advisory services in the States of Arizona and Indiana, and in other jurisdictions where exempted.
Education
Florida State University, Certificate in Financial Planning | Bethel University, Bachelor of Science
Hobbies and Interests
- Camping
- Cycling
- Family
- Hiking
- Music
- Reading
- Wine
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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