Why Use This Tool?

Life-enhancing Financial Planning

A life-enhancing financial plan can help you lead a happier, more satisfying life. It can help build on your financial strengths and eliminate the emotional decision-making that can adversely affect your judgment when investing. Most significantly, Aequus’s life-enhancing financial planning addresses your attitudes about—and relationship with—money.

Developing your personalized financial profile begins with a frank discussion about your financial objectives. It takes your current expenses, life style, and your career path into consideration. By identifying your financial goals, dreams and expectations, Aequus can tailor its comprehensive wealth management services to fit your individual needs.

Michelle began her career in finance as a bank teller. She then spent the next five years as a trust accountant and a specialist in 401 (k) plans and qualified pension plan terminations. Just two years after joining Aequus Wealth Management Resources in July of 1990, she earned her Certified Financial Planning™ (CFP) Certification. In April of 1995, she became an Enrolled Agent to practice before the Internal Revenue Service.

Since that time, she has pursued training in life planning including becoming a Registered Life Planner with the Kinder Institute of Life Planning.