Financially Design Your Life
Looking for a Different Financial Experience? Listen to the Podcast!
A Different Kind of Advisor
Me Financial was founded on the premise of giving honest, un-biased advice without being sold to. Our goal is to help clients invest in ways they’re excited about so they can move forward with clarity and confidence.
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 consultation to discuss your needs and how we can help you reach your financial goals.
Why Choose
Me Financial
We can help you sort through all the financial information to figure out what fits your situation and lifestyle. Let us be your financial partner to help you brainstorm how to put the financial pieces together.
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At Me Financial, we believe there’s more than just stock market investments. We specialize in alternative and real estate investments, offering clients access to exciting opportunities not often seen in the marketplace.
Work with Us >
We help you manage your entire financial life. From stock market investments to real estate, even your short-term savings - we can help ensure a cohesive plan so you know you’re on the right track.
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 how you want to live and what you want to do with your life.
We help you get clear on what’s possible and most of all - we help you feel like you’re on the right track.
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.
Get to Know Us - In Your Mailbox.
The financial world is large and sifting through all the information to find what’s right for your situation takes time. Our expertise can get you there faster.
Our newsletter is a combination of tips & strategies (things you can’t google), podcast episodes & news you need to know. Sent once a month.
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.
