Areas served · Phoenix Metro
Retirement planning for women in Scottsdale, Arizona.
Scottsdale reaches from the East Valley up into greater Phoenix. Meetings happen where it suits you — in person nearby, or by phone and video wherever you are.
One coordinated plan
A second opinion, if you already have an advisor
I meet my Scottsdale clients in person by appointment, or by phone or video when that is simpler. Many of the women I talk with already have an advisor who has done nothing wrong but has never looked at their whole situation or reached out first. Asking for a second opinion is an ordinary thing to do, and how I handle one is on the How We Work page.
Meeting in Scottsdale
Meetings are by appointment, in person in Scottsdale or by phone or video, whichever is easier for you.
Questions
Working together in Scottsdale
I already have an advisor. Is there any point in talking to you?
Often, yes. Most people who come to me for a second opinion are not unhappy with their advisor. They have simply never had anyone look at everything at once, or ask about the parts of their life that do not sound financial. A second opinion does not commit you to anything, and it is fine to take what you learn back to the advisor you have.
Do you meet in person in Scottsdale?
Yes, by appointment. I serve Scottsdale and the surrounding Phoenix Metro. 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.