Scott Jensen, CFP®
Hi there👋🏼 I'm Scott, a wealth advisor with over 13 years of experience, where I specialize in helping my clients with tracking and analyzing rental property portfolio performance, optimizing your taxes on property sales, and creating tailored financial plans through a personalized series of meetings. I love simplifying complex financial situations and building strong relationships with my clients to provide investment management that helps my clients achieve their goals.
Minneapolis, Minnesota
“I believe every client’s situation is unique and deserves a personalized plan tailored to their specific needs. I thrive on the one-off complicated situations.”
How can I help?
Tax optimization
Real Estate Investment Planning
Small Business Tax
“I specialize in helping clients achieve their financial goals with their investment properties, whether it be wealth planning around an investment property portfolio they continue to manage on their own or facilitating transactions into passive real estate solutions.”
My Process
Introductory Call
During our initial call, we’ll explore your current financial situation, discuss what you are hoping to achieve with a financial advisor, and identify areas where my expertise can support you.
Discovery Meeting
In our next meeting, we will dive deeper into your current financial situation. We typically ask you to share your financial documents, covering your accounts and current investments, so we can discuss opportunities for support with your current strategies.
Development of Comprehensive Financial Plan
Once we have all the information, we can walk you through your comprehensive financial plan, which could include:
Cash Flow and Retirement Planning: Budgeting, savings, and retirement income strategies.
Stock Market Investing: Portfolio construction and risk management.
Real Estate and Alternative Investments: Property investments, REITs, or other non-traditional assets.
Insurance and Asset Protection Planning: Life, health, and property insurance; risk mitigation.
Estate Planning and Charitable Giving: Wills, trusts, and philanthropic strategies.
College Planning (if applicable): 529 plans and education funding options.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Scott.
Get to know Scott
Scott Jensen, Founder of Renovate Financial Planning, powered by Savvy Wealth, is dedicated to helping real estate investors, small business owners, and high-income professionals achieve their financial goals with clarity and confidence. With a finance degree and seven years at a Minneapolis advisory firm, Scott launched his practice to address the unique needs of real estate investors. His expertise spans cash flow management, retirement planning, real estate and alternative investments, tax strategies, insurance, estate planning, and charitable giving. Scott’s tailored strategies, including rental portfolio analysis, tax-efficient real estate transactions, and passive investment transitions, ensure clarity and success.
Scott’s client-centric approach begins with an introductory call and discovery meeting, followed by a customized financial plan. When not helping clients navigate complex financial landscapes or researching tax strategies, Scott enjoys outdoor adventures with his wife and three daughters, or relaxing by the fireplace with coffee.
Book a 30-minute introductory call with Scott.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Scott Jensen is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Renovate Financial Planning is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website: www.SavvyWealth.com. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.
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