"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."
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.
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.