Three Advanced Strategies for the 529 Education Account: Want to supercharge your savings? Look no further than 529 Education Savings Plans! If you’re intrigued by the idea of making the most of your 529 accounts, I have just the
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.
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