Our financial lives are challenging, complex, and constantly changing. Recognizing this, the ways in which Michelle assists her clients go far beyond the investments themselves. Indeed, financial questions are embedded in nearly all decisions, and she’s here to help clients tackle them as they arise.
She aims to simplify her clients’ financial lives; unburden them of the financial thoughts and decisions that can be time-consuming and paralyzing; and take on as much of the financial stress and worry for them so they can get on with enjoying their lives. Michelle focuses on the big picture, as well as the nitty-gritty financial details, to help her clients keep the financial house in order. In doing so, her hope is her clients experience a less stressful financial life and greater freedom to spend their time in ways they prefer and enjoy.
In choosing Michelle as their financial advisor and financial planner, and a behavioral finance coach of sorts, clients come to understand Michelle wants to know about their aspirations for their retirement, their values and the things that matter most to them, the issues and decisions that are paralyzing to them, the issues that confront them today, and the family dynamics and the experiences they’ve had that color their feelings towards money, savings, spending, planning, insurance, and risk management. She hones in on how clients make decisions and the biases to which they may be most vulnerable, often without her clients noticing, so as to try to help them make better decisions.
Overall, using a holistic financial planning approach and offering sound, realistic advice, she identifies and prioritizes the items in her clients’ financial lives that need attention, coaches her clients through their decisions, and helps keep her clients accountable for what needs doing, all in an effort to help clients achieve an important outcome: a financial life that is examined, improved, simplified, and less stressful.