As part of a long-term relationship with her clients, Michelle provides the holistic, coaching-based, behavior-centric financial planning advice her clients need to make smart, well-informed decisions about their money.
To simplify clients’ financial lives by being the one trusted advisor from which they seek ongoing advice that is focused on their unique financial situation and considers their habits, behaviors, and tendencies in their financial decision-making.
We aim to simplify our clients’ financial lives. We offer prudent holistic financial planning advice and guidance for our clients as part of a long-term relationship, and we put their interests first. We will listen to our clients with understanding and empathy, be our authentic selves with our clients, and encourage open and ongoing dialogue. We will not shy away from having the necessary, difficult conversations with clients about their behaviors in financial decision-making or choices that may be contrary to their goals and objectives.
We will remember our clients’ monies and goals are their monies and goals, not ours. We offer thoughtful, simple, easy to understand investment portfolios to help our clients try to meet their financial goals. We will be professional; clear communicators; and transparent about costs, risks, trade-offs, and advantages and disadvantages of different strategies, investments, or paths forward. We will be our clients’ advocates. We will educate our clients to empower them to make well-informed decisions about their money. We will provide quality client service, and with the self-awareness that we are far from perfect in our execution, we will take ownership of our mistakes and be open to feedback and criticism when we fall short. We will maintain a small practice, by design, to afford us time to proactively assist, and react quickly to and be present for, clients when they need us. Recognizing we are not the ideal fit for everyone, we will carefully select new clients for our practice, and retain the current clients, for whom we are the right fit when it comes to our services and our style of holistic, coaching-based, behavior-centric financial planning.
