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It’s time to organize your financial success.

Whether you’re a listener or a reader, I make finance a language you can understand.

You’re overwhelmed with your career, family and finances - struggling to keep it all organized.

It’s safe to say your life is busy and your finances are complex. You want to feel more confident in your financial future.

As a professional in tech, setting yourself up for financial success is a priority. Decisions surrounding stock options, equity compensations, navigating an IPO, employee benefits, and more are part of your everyday conversations. The only problem – finding the time make the right financial decisions.

Depending on where you are in your life, I can help you:

I am Mike, CFP®

After founding two tech start-ups and being a full-time parent, I learned the ins and outs of investing, portfolio theory, and all that makes up the finance industry.

I uncovered my passion for working with people while using my skills to help others be successful on their life journey. I am here to provide you with advice that make a difference, not just babysit your money.

recent Podcasts

Why is this important? Feel CONFIDENT about your financial future. Decision fatigue on two levels: Consistently remembering to save. Deciding what to purchase or what to do. Make the decision once! Future flexibility! What should you do? Decide how
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Why is this important? Feel CONFIDENT about your financial future. Decision fatigue on two levels: Consistently remembering to save. Deciding what to purchase or what to do. Make the decision once! Future flexibility! What should you do? Decide how
Listen now
The stock market is off to a shaky start in 2022. Many are asking: What should I do with my portfolio? It’s important to have a plan for when the market goes up or goes down. A client recently asked,
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