Areas served · East Valley
Retirement planning for women in San Tan Valley, Arizona.
San Tan Valley is one of the fastest-growing corners of the East Valley. Much of the work happens over video out here, with in-person meetings whenever they help.
One coordinated plan
When the plan came with you from another state
San Tan Valley is a drive from my office, so most clients out this way meet by phone or video, and I come to you when you would rather sit down together. If you moved here from another state, the retirement plan probably came along with you, and it was built for a life you are no longer living. Some of it still fits and some of it may not. What I look at when a plan needs checking is on the What I Do page.
Meeting from San Tan Valley
Meetings are by appointment. Most clients out this way prefer phone or video, and I am glad to come to you when you would rather meet in person.
Nearby areas
Also serving communities around San Tan Valley:
Questions
Working together in San Tan Valley
Do you meet in person if I am in San Tan Valley?
Yes, by appointment. Most people in San Tan Valley would rather talk by phone or video, and that works well for nearly everything we do. If you would prefer to sit down together, I am happy to drive out.
I moved here from another state. Does that change anything?
It changes what is worth checking. Accounts left behind with a former employer and beneficiary forms that were never updated are the two that come up most, because nothing reminds you they exist. Whether anything should change once you have looked is a separate question, and the answer is different for different people.
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.