Areas served · East Valley
Retirement planning for women in Chandler, Arizona.
Chandler sits at the heart of the East Valley. Whether you're a few years from retirement or already in the middle of a transition, the planning work comes to you — in person or by video.
One coordinated plan
The accounts left behind at other jobs
Chandler is a short drive, and meetings there are in person, by phone, or by video. A career with large employers tends to leave retirement accounts at two or three former jobs, and the trouble is not that they are scattered but that nobody sees them all at once. How I look at investments as a whole is in the Investment Management section of What I Do.
Meeting in Chandler
Meetings are by appointment, in person or by phone or video, whichever fits your schedule.
Questions
Working together in Chandler
I have old retirement accounts at three former employers. Is that a problem?
Not automatically. The trouble is that nobody sees them all at once, so they are easy to forget, and the beneficiary forms on them may not have been looked at in years. Whether anything should be brought together is a separate question, and it has more than one right answer.
Do you meet in person in Chandler?
Yes, by appointment. I serve Chandler and the surrounding East Valley. Some clients prefer to meet face to face and others find phone or video easier, and both work.
Let's start with a conversation.
The first conversation is at no cost. It's about understanding your situation and whether it makes sense to continue from there.