Finding a financial planner with a personal touch to help you through the pandemic

Power Women Investing founder
Posted at 9:52 AM, Jun 28, 2020
and last updated 2020-06-28 20:19:49-04

TUCSON, Ariz. — As the COVID-19 pandemic continues, creating a financial plan may be a good idea to make sure you come out of this pandemic stronger than ever.

Power Women Investing is a business that provides customized financial plans in southern Arizona. Founder, Tiana Ronstadt said, since the beginning of the pandemic, the company has added some services to help its clients.

“We have done far more outreaching or more proactive calling just to ask, how are you? Notes of encouragement and we've even sent coloring books and crayons which has been kind of fun to keep folks mind of really these unprecedented times,” said Ronstadt.

She said the financial services her local business provides is much more than managing money.

"That's actually such a small percentage of what I do. I manage life. I manage what is important to you,” said Ronstadt.

And amid a pandemic, when so much can be unknown, figuring out a more customized plan can be crucial.

“Because really that's what we do. Anyone can pick a fund, anyone can recommend a life insurance policy. So what makes us different, is that we are actually a part of your family,” said Ronstadt.

The personal touch can be key to helping you reach your financial goals in the good times, and not so good times.

"As well as being there, obviously, in the moments that maybe it’s not a celebration. As you come out of this, for lack of whatever that means, I would encourage you to look at and say, ‘Ok, where doing we now want to go.’ I do want to help you so that you can make the right choice and decision just moving one step forward,” said Ronstadt.

During the pandemic, your finances may be fluctuating much more than they ever have before. Ronstadt said figuring out your assets, retirement, paying for college, and your risk assessments can be daunting. Therefore, she said it’s best to find someone who will do more than just manage the numbers.