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Client Testimonials

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"I'd definitely recommend Michele to anyone who is trying to either save money for something specific, or just set up a budget to make sure you're moving in the right direction for retirement."

Shannon

MORE CLIENT ACCOMPLISHMENTS...

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.

SAVNGS PLAN

Opened an emergency fund and started saving consistently with specific goals identified. Reached goal earlier than target date

Business Product Pricing

Evaluated time and services to design and price their product offerings.  Coached to close new business and  increase sales. 

Launched A Business

Successfully set up business accounts and launched their business including pricing, product offerings, marketing, networking, beta clients, and their first sale

KNOW THEIR NUMBERS

Estimated future tax bill and made a saving plan be be prepared at tax time. 

INCREASED INCOME

Negotiated a raise.  Successfully coached client through pitching and receiving a 15% pay increase.

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