Terms and Conditions

Terms and Conditions

Last Updated: April 18, 2026

1. Agreement to Terms

These Terms and Conditions (“Terms”) govern your use of the website located at www.dynamic-fp.com (the “Site”), operated by Dynamic Financial Planning LLC (“Dynamic Financial Planning,” “we,” “us,” or “our”).

By accessing this Site, you agree to these Terms. If you do not agree, do not use the Site.

2. About Dynamic Financial Planning

Dynamic Financial Planning LLC is a fee-only financial planning firm serving individuals and families, including high-earning professionals and those with equity compensation.

Dynamic Financial Planning LLC in Scottsdale, AZ

3. Informational Purpose Only (No Advice)

All content on this Site is provided for informational and educational purposes only.

Nothing on this Site constitutes:

  • Investment advice

  • Tax advice

  • Legal advice

  • A recommendation to buy or sell securities

No advisory relationship is created by:

  • Visiting the Site

  • Submitting a form

  • Scheduling a call

  • Email communication

Advisory services are provided only under a written agreement.

4. No Reliance

Financial decisions depend on your individual circumstances.

You should not rely on Site content as the sole basis for any decision. You should consult appropriate professionals before acting.

5. No Guarantee of Results

We make no guarantees regarding:

  • Investment performance

  • Financial outcomes

  • Accuracy or completeness of content

Investing involves risk, including possible loss of principal.

6. Scope of Services

The scope of financial planning and investment management services depends on the needs of each client.

Dynamic Financial Planning LLC:

  • Does not provide legal services

  • Does not prepare tax returns

  • Does not sell insurance products

7. Use of the Site

You agree not to:

  • Use the Site for unlawful purposes

  • Attempt unauthorized access

  • Use scraping, bots, or automation

  • Copy or distribute content without permission

We may restrict access at any time.

8. Intellectual Property

All content on this Site is owned by Dynamic Financial Planning LLC.

You may use content for personal, non-commercial purposes only.

9. Third-Party Links

We may link to third-party websites. We are not responsible for their content or practices.

10. Privacy

Your use of this Site is subject to our Privacy Policy.

11. Disclaimer

THIS SITE IS PROVIDED “AS IS.”

We make no warranties regarding:

  • Accuracy

  • Completeness

  • Reliability

We are not responsible for decisions made based on Site content.

12. Limitation of Liability

Dynamic Financial Planning LLC is not liable for any damages resulting from:

  • Use of this Site

  • Reliance on its content

13. Governing Law

These Terms are governed by the laws of the State of Arizona.

14. Changes to Terms

We may update these Terms at any time. Continued use constitutes acceptance.

15. Contact Information

Dynamic Financial Planning LLC in Scottsdale, AZ
anthony@dynamic-fp.com
602-373-2216