Bringing Wellness and Fulfillment to your money

Meet Michelle R. Wagner, CFP®

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The financial planning industry is broken. The main issues are:

• Requiring that you invest at least $1M to get high quality financial planning advice (and of course it costs an arm and a leg)

• Selling products - sure I like the person but is this truly the best option for me or are they limited in what they can recommend?

• Charging a % of assets means you get penalized and pay more for doing a good job saving and accumulating more? No thanks

• Cookie-cutter financial plans that miss your unique planning opportunities 

Michelle is here to change all that. She is passionate about empowering women and business owners to optimize their financial lives. She meets you where you are without judgement to help bring wellness and fulfillment to your money.

Stay Tuned!

We'll let you know when we drop free resources and open up spots to work with Michelle 1-1.