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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Choosing the right advisor is one of the most important decisions you can make in achieving success through life's transitions. We help affluent clients to achieve their financial goals and dreams by not only providing a tailored holistic financial plan that is customized to individual needs, but help to implement, monitor, and adapt that plan to changing market forces as well as life events.
Is money a stress for you? Are you a struggling Small Business Owner? Are you tired of living paycheck to paycheck? Do you work too hard and have nothing to show for it? As a Bookkeeper, Daily Money Manager and Financial Coach since 2020, I help my clients reach their financial goals and achieve a peaceful financial life. Michele works with a variety of small business owners across the United States. She allows them to focus on their business knowing that their finances are always taken care, from reconciliation of accounts, to bill pay, to payroll. Michele is a Certified QuickBooks ProAdvisor and has also earned Intuit Bookkeeping Certification, is a YNAB certified coach and is a Certified Banking Partner with Relay Bank.
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