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Working with Us

At Financially Bright, we will partner with you to create an individualized, comprehensive financial plan that will light the way to a brighter tomorrow. Our passion is to empower others to take control of their future through education and proactive planning. How we approach our client relationships makes the difference.

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Our Philosophy

As thought leaders and experts in the areas of Long-Term Care Pre-Planning and Asset Protection, we love to shine the light on the truth. Family and community mean everything to us. With our clients’ best interest guiding the way, we want to offer hope to families across the state of Arizona faced with planning and caregiving. There is a light at the end of the tunnel—we will partner with you to find it!

How We Make Recommendations

Your financial story is unique! We will share our expertise and offer solutions that are tailored to your individual needs—now and as they continue to evolve. At Financially Bright Strategies, we’ve put together a multi-disciplinary group of professionals committed to growing and protecting your money. Our formula for success centers around four words: monitor, adjust, inform and navigate. We will shape your plan into the best possible outcome, a bright and shining tomorrow.

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Courtney Heiden

FOUNDER & PRINCIPAL ADVISOR

Courtney Heiden is a licensed financial advisor, thought leader and expert in long-term care pre-planning and asset protection. Her family’s story sparked her desire to launch a financial planning practice, specializing in helping families find quality care for their loved ones without losing everything in the process. Family means everything to Courtney. Her passion is to offer hope to her clients in a career that is close to her heart.

 

Courtney has an extensive background in communications, as well as the life and health insurance industry. She holds a National Social Security Advisor designation, is a nationally certified Mental Health First Aid Instructor and proud partner of the Dementia Society of America. Three years ago, she became a certified caregiver for her father who was diagnosed with early-onset Dementia and Alzheimer’s Disease at the age of 58. Witnessing first-hand the difficulties of navigating this journey, she decided to found Financially Bright Strategies.

 

Courtney was born in bright and sunny Phoenix, Arizona and currently lives in Litchfield Park with her husband, Richard and their daughter, Madeleine. She loves spending time with family and friends, traveling, working out and serving as the Director of Guest Services for Salt Church—where she and her family are members.