Describe How You Would Like To Be Introduced Via Email
If you're looking for a dedicated and collaborative approach when it comes to planning for your future, Michael’s diverse background in both financial and legal environments has equipped him with a unique skill set, making him valuable in any financial planning and analysis context. Equipping you with a planning experience that is tailor made to fit all of your needs and goals.
What is your "why"? Why do you do what you do?
My "why" revolves around the things that matter most to me: my family, faith, service, creativity, and making a positive impact. My family is my heart and soul; their happiness and security drive me to be the best version of myself. Faith gives me strength and purpose, helping me navigate life's challenges with integrity and hope. I find immense joy in service, whether it’s supporting my clients or giving back to the community. Creativity keeps me inspired and innovative, allowing me to find unique solutions and stay passionate about my work. Making a positive impact means more than achieving personal success; it’s about creating a ripple effect of love, joy, and meaningful achievements that touch the lives of others. These values guide me every day, motivating me to work hard and make a positive difference in the lives of those around me.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
How do you feel about your current financial plan or strategy? Is there anything you wish could be better or more effective?
Would you be interested in speaking with a financial advisor who specializes in helping clients like yourself?
Are you looking to gain more out of your retirement?