Washington, DC - Phoenix, AZ
ph: 202-386-6224 / 602-912-5726
fax: 202-370-6403 / 602-912-5728
Contact us by Email
Mimi Stansbury
JD, CPA/PFS, CFP®, CDFA™
Whether you require a comprehensive financial planning or just need advice on one or two areas of financial planning, we can help.
When you contact us with your financial planning concerns, we will set up an initial meeting or phone interview to help us understand your financial situation and define your financial goals and objectives.
We will provide you with a list of information that we need to proceed, as well as set up additional meetings as needed. We will also determine the time frame during which you can expect to receive your financial planning report.
We will review the information you provided and, using our wide range of financial expertise and resources, we will prepare a financial planning report for you that addresses your financial concerns, goals and objectives.
Once you receive and review your report, we will continue to be available for follow-up questions and additional consultations if necessary.