Areas served · Phoenix Metro
Retirement planning for women in Fountain Hills, Arizona.
Fountain Hills sits northeast of the Valley. The planning comes to you — by video for most conversations, and in person when a face-to-face meeting matters.
One coordinated plan
When the plan was made a long time ago
Most of my work with my Fountain Hills clients happens by phone or video, with in-person meetings when those are preferred. If your plan was made years ago, it is still running on the assumptions it was built with, and some of those may have changed. What a review covers is on the What I Do page.
Meeting from Fountain Hills
Meetings are by appointment, mostly by phone or video, and in person when you would rather sit down together.
Questions
Working together in Fountain Hills
Do I have to drive to meet with you?
No. Most of the work happens by phone or video, and most clients in Fountain Hills prefer it that way. When an in-person meeting makes sense, we can easily arrange one.
My plan was put together before I moved here. Is that a problem?
Not by itself. It was made with what you knew at the time, and things likely have changed since. Reading through what you already have is a reasonable first task, and it is separate from deciding whether any of it should change.
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.