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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Mary McDirmid | ChSNC, ChFC

4.6 / 5

Special Needs Financial Planning
Family Advocacy & Support
Disability & Rare Disease Community Engagement
Holistic Wealth Management

Mary is a co-founder of All Needs Planning, bringing experience from her two-year tenure as managing director with MassMutual Northwest in Spokane, Washington. For three years, she concurrently operated her own special needs financial planning firm, deepening her expertise in helping families plan for children with unique requirements. Mary’s professional drive is enriched by her personal experience as a parent of a special needs child, which fuels her role as a volunteer advocate for children with rare diseases.

Currently, Mary’s leadership at All Needs Planning focuses on providing specialized financial services for families managing disability or rare disease challenges. Her commitment to advocacy and personalized planning has made her a trusted partner for families navigating complex financial futures.