Finance Professionals

If you are a financial professional, let's discuss how we can be power partners, with natural wins for your clients and your business. 

One-to-One Appointments are generally held Tuesdays, Wednesdays, and Thursdays in NE Phoenix/N Scottsdale.

If we have already met one-on-one, you have the option to directly schedule initial client meetings with Heidi at your office or mine.

Heidi J. Thompson, Ed.M, JD

Lifeguarding Legacies, PLLC

Phone:  (602) 529-1827