Client Testimonials
"Working with Michele helped us have a common language so we could better express our financial decisions and desires.
She also helped us take a much more comprehensive look at our current situation as well as what might be needed in the future to help us create a long term plan."
Autumn & Denis
Client Accomplishments
LAUNCHED A BUSINESS
Successfully set up business accounts and launched their business including pricing, product offerings, marketing, networking, beta clients, and their first sale
TACKLED PAST DEBT
Paid off Credit Cards and Student Loans and made a plan to be debt free. They understand the cost of their debt vs other goals.
SAVED FOR FUTURE PURCHASE
Saved strategically to reach a short term savings goal while still paying down debt and enjoying their current day to day spending choices.
INVESTMENT PREP
Prepared for meeting with Financial Advisors about retirement plans to show up confidently and use time effectively.
EMERGENCY FUND
Opened an emergency fund and started saving consistently with specific goals identified. Reached goal earlier than target date
CURRENT SPENDING
Made a confident change to spending choices to support current values.
NET WORTH
Tracked, and then increased, Net Worth via strategic choices in saving, spending and investing.
TAX PLANNING
Estimated future tax bill and saved in advance including making strategic changes to tax withholdings.
INCREASED INCOME
Negotiated a raise. Successfully coached client through pitching and receiving a 15% pay increase.
SOLOPRENEUR SALES TRAINING
Coached solopreneurs to grow network and move prospects into and then through the buying process and turn them into paying clients
MONEY CONVERSATIONS
Combined finances with partner and implemented a practice of regular healthy money conversations.
SUBSCRIPTION AUDITS
Reduced fixed monthly bills
HOUSING ANALYSIS
Audited housing costs to make a confident decision to buy, refinance or pay off home.
VALUES EXERCISE
Identify current core values to make thoughtful spending and saving choices and build up habits that support mindsets that in alignment with most important values.
CREDIT SCORE
Demystified credit score take actionÂ
for effective impact in influencing score in preparation of future credit checks.
INCREASED
Increasing Revenue Streams for Extra Income