Financially Design Your Life
Hear more on The Unconventional Investor™ podcast!
A Different Kind of Advisor
Are you looking for someone to help you with ALL the things? Not only your stock investments, but just about everything you spend money on. Our goal is to help clients invest according to their interests, lifestyle and beliefs.
Our unique approach combines the CERTIFIED FINANCIAL PLANNER™ certification, real estate expertise, and alternative investment strategies to help you build a well-rounded portfolio that aligns with your goals.
We provide personalized guidance and support, helping you achieve your goals, whether it's building passive income, planning for your retirement, or investing in real estate.
We’re passionate about helping people achieve financial well-being. Schedule a free 15 min consultation to discuss your needs and how we can help you.
Why Choose
Me Financial
We can guide you through building out your portfolio into other assets like real estate, hotels, multi-family or self-storage. As a CFP® and licensed Realtor®, we can help you diversify, save taxes and implement strategies not available with just stock investments.
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We can help you with not only your 401(k) investments, but help diversify you outside the stock market into alternative assets. These are opportunities not often seen in the marketplace and you can often only gain access through an advisor.
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We analyze your portfolio, goals and run projections to match your savings with your life. Our strategies are simple, but effective and easy to understand.
What It’s Like to Work With Us>
Do you want advice on more than just your stock investments?
Your financial life is about more than picking investments from a list of mutual funds. It’s about being excited about what you’re investing in and taking part in what’s being built around you.
We help you get clear on the right fit for you.
So whether you want to take a grand vacation, be worry-free about money or plan for a good retirement, we can help you get there.
Discover how alternatives can fit in your portfolio.
Not sure which alternative asset fits your financial goals? Take our quick quiz to find out! Whether you're looking for steady income, long-term growth, or a balanced strategy, this quiz will guide you to the right investment path.
Investment Ideas on the Podcast
Michelle is constantly looking for unique and income-producing investment ideas to share with you. This isn’t your usual stock, bond and insurance talk, think real estate investing, hotels, self-storage and more.
