New Client Consultation
Schedule a FREE consultation to discuss how you can secure your legacy with a will or trust, or schedule a free review of your existing will or trust.
If you would rather include your Financial Planner in the consultation, please ask your Financial Planner to schedule the appointment directly.
Client consultations are held in Paradise Valley at 11811 N Tatum Blvd Suite 3031, Phoenix, AZ 85028. Bring any previous wills or trusts to the appointment.
Networking one-on-one over coffee for business professionals. Please do not schedule these appointments with the intent of direct sales. These appointments are designed to discuss how we might partner together to benefit both our businesses.
One-on-Ones are held on Tuesdays at Einstein Bros Bagels at 6501 E Greenway Pkwy Bldg 5, Scottsdale, AZ 85254.
If you are a financial planner, discuss how we can be power partners, with natural wins for your clients and your business.
One-on-One Appointments are held on
* Tuesdays at Einstein Bros Bagels at 6501 E Greenway Pkwy Bldg 5, Scottsdale, AZ 85254.
* Thursdays at the Panera Bread at Paradise Valley Mall at 4512 E Cactus Rd, Phoenix, AZ 85032.
If we have already met one-on-one, you have the option to directly schedule initial client meetings with Heidi at your office or the Lifeguarding Legacies office.