Covid19 Office Update

June 18, 2020

Today, Payson and Flagstaff (and soon to follow, Scottsdale) issued proclamations requiring the use of a face coverings inside public settings. As a business operating in all of these locations, we will adhere to these mandates and require the use of face coverings in all of our office locations. Should you not have access to a face covering, we do have disposable masks available for you in all three of our locations.

We will continue sanitizing our offices regularly and in between office appointments as well as continuing to adhere to the CDC guidelines for the safety of our clients and our team members.

We will continue to use Zoom as our first appointment choice at this time, but can accommodate in person meetings if necessary.

Thank you for your patience and consideration during this time.


Carrie Dick, AIF®


Financial Planner