Question 1

How do I schedule a consultation with Solutions First Financial Group?

Accepted Answer

Call or text (602) 753-4244, email info@solutionsfirstgroup.com, or use the contact form on this page. We'll confirm a time that works for an introductory call or in-person meeting at our Scottsdale office.

Question 2

Is the initial consultation at no cost?

Accepted Answer

Yes. Your first conversation with Joe Donti is at no cost. It's a no-pressure discovery meeting to understand your goals and see whether we're the right fit before any planning work begins.

Question 3

Where is your Scottsdale office located?

Accepted Answer

We're at 14614 N Kierland Blvd, Suite N330, Scottsdale, AZ 85254, in the Kierland Commons area. Meetings are by appointment only, Monday through Thursday 9:00 AM to 5:00 PM and Friday 9:00 AM to 2:00 PM MST.

Question 4

Do you meet with clients virtually?

Accepted Answer

Yes. We meet by phone, Zoom, and other secure video platforms for clients across Arizona and California, or any time travel to Scottsdale isn't convenient.

Question 5

What should I bring to my first meeting?

Accepted Answer

It helps to have recent statements for retirement accounts, brokerage accounts, pensions, and Social Security, plus any current insurance policies and your most recent tax return. If you don't have everything handy, we can still start the conversation.

Question 6

What areas do you serve?

Accepted Answer

We work primarily with families in Scottsdale, Phoenix, Paradise Valley, Mesa, Tempe, and the greater Maricopa County area, and are licensed to serve clients across Arizona and California.

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