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Contact Us

It’s your call…

We’d love to learn more about you and your goals. Please feel free to contact either Greg or Lisa at any time, by phone, email or contact form below. If you’re as serious about your health as you are about your money, we might be perfect for each other!

We can meet with you in person, online with Skype Skype.com or through join.me, our web meeting tool join.me - Our collaborative meeting tool.

Reach out to us on social media:  favicon More Ways To Connect



WellFit Financial, P.C.
11811 North Tatum Blvd, Suite 3031
Phoenix, AZ 85028  |  Fax: 480-452-1963

Greg Lane, CPA, CFP®, RIA, CHRS®
480-688-2222
greg@wellfitfinancial.com

Lisa Lane, CSA, RDN, CCWS®
480-861-4196
lisa@wellfitfinancial.com


If you prefer, you may also send us a detailed message through the form below:

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