Michelle practices a holistic approach to wealth management, encompassing all areas of her clients’ lives.  It is a dynamic process that is designed to adapt and adjust to the ever-changing needs and stages of your life.  Her process includes identifying goals, developing a personalized wealth management plan, applying strategic methods, periodically reviewing and evaluating your plan with you, and modifying plans and strategies as your needs change.  She primarily works closely with affluent families and independent women.

Michelle believes that communication is a key element to forming a solid, long-term relationship with you.  She holds quarterly reviews via phone and annual in-person meetings.  These meetings include a discussion of goals, financial markets, and portfolio reviews.