Magnificent Life Financial Planning

What Magnificent Life Financial Planning does

Magnificent Life Financial Planning is a fee-only financial advisory firm headquartered in Tempe, Arizona, that provides lifestyle financial planning services to individuals and couples navigating significant life transitions. Established in 2017 and operating with 1–10 employees, the firm targets three primary personas: high-net-worth individuals in life transitions, pre-retirees and retirees, and business owners preparing for wealth events such as retirement, business sales, widowhood, divorce, and inheritance. Its go-to-market is relationship-based and consultative, with initial prospect engagement conducted through Levitate scheduling and ongoing service delivered via a client portal operated by its parent platform, Farther Finance Advisors, LLC.

The firm offers two core service lines: Financial Life Planning, which integrates investment strategy, retirement planning, and long-term wealth building with values-based life planning, and Financial Transition Planning, which specializes in guiding clients through major life and wealth transitions. The underlying technology stack is composed entirely of third-party SaaS tools — Levitate for meeting scheduling, Mailchimp for newsletter distribution, and the Farther platform for client portal and account access — with no proprietary technology described. The firm maintains an extensive 41-page blog covering behavioral finance, lifestyle planning, retirement, and estate topics, constituting its principal brand-building and lead-generation asset.

Commercially, Magnificent Life Financial Planning generates revenue through professional services fees on wealth advisory, financial planning, tax planning (via founder's Enrolled Agent credential), and estate planning engagements, with no publicly disclosed pricing. Its differentiation rests on an explicit "lifestyle financial planning" methodology that integrates behavioral and emotional wellbeing with technical financial planning — a positioning reinforced by founder Stephen J Hazel's rare combination of CFP®, CeFT® (Certified Financial Therapist), RLP® (Registered Life Planner), and EA credentials. The firm holds no patents, has no disclosed funding, and operates from a single Tempe office, indicating a small-scale, founder-centric advisory practice rather than a scaling enterprise.

Name

Magnificent Life Financial Planning

Legal name

Magnificent Life Financial Planning

Website

https://magnificentlifefp.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Magnificent Life Financial Planning is a fee-only financial advisory firm in Tempe, Arizona, providing lifestyle financial planning and transition planning services to high-net-worth individuals navigating retirement, business sales, widowhood, divorce, and inheritance, affiliated with Farther Finance Advisors.

Ownership category

akta.pro rank

Product category

Wealth Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAO

Business Owner & Executive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAD

Retirement & Pension Planning (401(k)/IRA)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAH

Financial Coaching & Budgeting Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Financial life planning
• Wealth advisory services
• Retirement planning
• Estate planning
• Tax planning services

Headquarters

HQ city

Tempe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Wealth Advisory Services: The firm generates revenue through financial advisory and wealth management services, including financial life planning, retirement planning, estate planning, and investment advisory services. The firm is affiliated with Farther Finance Advisors, LLC, suggesting a corporate affiliation structure.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Magnificent Life Financial Planning offers comprehensive financial life planning, tax planning, and advisory services on a fee-only basis, integrating investment management, retirement planning, estate planning, and risk management. The firm specializes in "lifestyle financial planning," helping clients align financial decisions with personal values and navigate major life transitions such as retirement, business sales, widowhood, divorce, and inheritance. Services are delivered as direct, relationship-based advisory engagements by certified financial planners and are supported through the Farther client portal.

Product overview

Magnificent Life Financial Planning is a financial advisory firm offering two primary service offerings: Financial Life Planning and Financial Transition Planning. These are delivered as human-centered, lifestyle-focused financial planning services through direct engagement with certified financial planners (CFPs). The firm operates under Farther Finance Advisors as a partner practice, utilizing the Farther client portal for account management. Services emphasize values-based financial planning that integrates personal purpose with financial strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Life Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• Farther Finance Advisors, LLCcoreOthersMagnificent Life Financial Planning is affiliated with Farther Finance Advisors, LLC. The firm operates under Farther's platform for client login and account access (app.farther.com). Farther is described as providing investment advisory services, and the firm's website references Farther's disclosure brochures and regulatory status. Stephen J Hazel is identified as 'Senior Vice President, Wealth Advisor' at Magnificent Life Financial Planning at Farther.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Savant Wealth Management: A mid-sized fee-only RIA providing comprehensive financial planning, tax, and investment management to individuals and business owners. Competes for the same HNW segments (business owners, retirees, transition clients) with a similar integrated-planning value proposition but at significantly greater scale.
• Carson Group: A large RIA and coaching platform serving independent financial advisors with practice management, technology, and back-office support. Comparable to Farther as a platform enabling advisor practices like Magnificent Life, and competes for the same HNW client relationships at scale.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, estate planning, tax, and wealth management to HNW clients. A larger-scale incumbent serving the same client needs (retirement, business exit, estate) as Magnificent Life.
• Farther Finance Advisors: Magnificent Life's affiliated RIA platform and parent organization. Farther provides the investment-adviser registration, custody, compliance, and client-portal infrastructure that Magnificent Life runs on, making it both a partner and an incumbent in the same advisor-services space.

Emerging players

• Wealth.com: An estate planning technology platform serving financial advisors and their HNW clients with modern estate-plan design and implementation. Comparable to Magnificent Life's estate and legacy planning work, but delivered through software-as-a-service rather than direct human advisory.
• Boldin (formerly NewRetirement): A retirement planning software and coaching platform that helps individuals model and plan for retirement, retirement transitions, and decumulation. Overlaps with Magnificent Life's retirement and transition-planning focus, though delivered primarily through DIY software plus coaching rather than full-service advisory.
• Ellevest: A digital wealth-management and financial planning firm with a mission-driven, life-stage-focused brand. Competes for similar comprehensive-planning demand among mass-affluent and HNW clients who value values-aligned advice, though primarily via a tech-led rather than advisor-led delivery model.

Direct peers

• XY Planning Network: A network of fee-only financial planners serving Gen X and Gen Y clients with comprehensive, ongoing planning — a similar comprehensive-planning, fee-based model to Magnificent Life. XYPN members often use similar niches (life transitions, business owners) and comparable technology stacks.
• Buckingham Strategic Wealth: A national fee-only RIA with deep expertise in life planning and behavioral coaching, built around advisor-centric delivery. Directly comparable to Magnificent Life on philosophy (values-based, goals-based advice) and on segment (HNW individuals navigating complex financial decisions).
• Facet Wealth: A fee-only, virtual-first financial planning firm serving HNW clients with comprehensive planning, similar to Magnificent Life's value-based comprehensive planning model. Facet competes for the same digitally-engaged mass-affluent and HNW clients seeking ongoing advisory relationships rather than transactional brokerage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/hazel-financial-plc

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Magnificent Life Financial Planning