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.Â
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
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.
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.
I’ve always had a passion for personal finance. After serving in the military, I pursued a degree in finance and went to work at an investment advisory firm in Minneapolis for seven years. During this time, I noticed a gap in the industry. The firm wasn’t equipped to support real estate investors in complex situations. When I noticed this unmet need, I decided to take matters into my own hands and launch my own firm, dedicated to helping real estate investors achieve their financial goals.
Each client is unique, and my approach reflects that. It all starts with an introductory call, where we explore the current financial situation, goals, and where I can support. Next, we schedule a discovery call to review current accounts and investments. From there, we build a personalized, comprehensive financial plan that tackles the complexities of the client's situation. We focus on key areas such as cash flow management, retirement planning, investments (stocks, real estate, and alternatives), insurance and asset protection, estate planning, charitable giving, and college planning.With clients nearing retirement, we schedule additional meetings to ensure thorough planning for this big milestone.
My clients range from real estate investors with complex financial situations, small business owners, to high-income individuals aged 40-60. I enjoy helping people looking for ways to maximize tax savings and value support in managing the real estate aspects of their portfolios.
I take pride in helping clients navigate unique situations, building strong relationships, and working closely to set and achieve their financial goals.  I’m passionate about guiding them through complex financial matters and giving them the support they need to make confident, informed decisions.
I enjoy taking on unique, complex scenarios, and specialize in creating personalized solutions for retirement planning, tax strategies, and real estate management.
The expertise and collaboration at Savvy is impressive, showing a real commitment to teamwork and endeavoring for great results. On top of that, Savvy provides investment management and highlights dedicated to helping clients navigate complex financial challenges with confidence and ease.Savvy's technology greatly boosts my productivity through task automation, it also gives me access to extensive information resources to build the right portfolios for my clients, and it allows for seamless communication with my clients.
I specialize in monitoring and analyzing rental property portfolio performance, developing a comprehensive strategy for real estate purchases, optimizing tax efficiency during sales, and transitioning from active to passive real estate investments. Additionally, exploring alternative investments, establishing small business retirement accounts, implementing charitable giving strategies, and enhancing tax planning.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
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.
