Areas served · East Valley
Retirement planning for women in Mesa, Arizona.
Mesa anchors the East Valley, and it's home base for much of this practice. Meeting in person is easy here, and video works just as well when a full calendar makes travel hard.
One coordinated plan
The year after a parent's care ends
Meetings in Mesa in person, by phone, or by video, whichever suits you. For a lot of women, three things land in the same year: A parent's care ends, there is an estate to sort out, and their own planning has been on hold through all of it. What is left to do on your own side once the estate closes is on the Retirement and Caregiving page.
Questions
Working together in Mesa
My mother's estate is closed. Is there anything left to do?
Often yes, and it is about you rather than her. Your own beneficiary forms, your own documents, and the records behind anything you inherited all tend to need attention. None of it has a deadline, which is why it sits.
Do you meet in person in Mesa?
Yes, by appointment. Some clients prefer to meet face to face and others find phone or video easier. Either one is fine.
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.