Leo A Daly

Bonsai Financial is a holistic financial planning firm based in Phoenix, Arizona, that focuses on creating sustainable long-term plans tailored to each client’s goals. They emphasize a disciplined approach to financial planning, retirement planning, investment strategies, and future tax planning, ensuring that small, consistent improvements can lead to significant growth over time. The firm employs a consultative method to help clients structure their financial lives, utilizing custom Asset-Map Reports to highlight priorities, intentions, and areas for improvement. The team at Bonsai Financial aims to provide clients with the confidence of having a well-defined plan in place to protect and grow their earnings. Generated from the website