Michelle offers a refreshing approach to financial planning, with her primary aim to keep her clients’ financial plan relevant and up to date.
Changes in the economic landscape over the last 3 years have made families and business owners busier than ever. Michelle understands this first hand as a business owner, having a husband who is also a business owner, and both raising a young child at the same time.
Recognizing that business owners and families have been busier than ever, Michelle has adapted her financial planning process to make it simpler, more accessible and easier to keep up to date. Streamlining the process through the use of technology is one of the key elements.
If something is perceived as hard or difficult to do, people tend to procrastinate, especially if they have competing priorities. Michelle’s vision is that her clients find that by working with her, it is easier to make financial planning a top priority in their lives.
Michelle brings a breadth of experience to her financial planning clients, from corporate financial planning, operations & sales, to experience helping individuals and families work towards their personal financial goals. She has been helping clients with their personal financial planning needs since 2003.
As a Certified Financial Planner™ practitioner, Michelle is qualified to address her clients’ comprehensive needs, addressing specific issues such as investing, retirement planning, maximizing cash flow, education planning, estate planning, and insurance.
Michelle enjoys spending time hiking and exploring the beautiful state of Arizona with her husband Neil, a Certified Public Accountant, and their 10 year old daughter.
Educational & Professional Qualifications:
Certified Financial Planner™ (CFP®), Board of Certified Financial Planners
Master’s in International Management, Thunderbird School of Global Management
Bachelor’s of Science in Business Administration, Boston University
Finance Manager, Intel Corporation
Account Manager, Cargill formerly known as Cerestar USA, Inc.
Speaking engagements: Mesa Financial Planning Days, Arizona Real Estate Investors Conference
Community: Mesa Chamber of Commerce, Financial Planning Association –Phoenix Chapter