Michele joined Women Of The Summit in 2021. Strongly motivated to build upon the WOTS founding vision, and develop a community that supports the modern demographic and needs of our community.
Local to Summit County Colorado for over 25 years, my specialty is helping working women answer their next money question. My clients are ready to stop winging it with their day-to-day money choices to get a plan and get ahead. Together, we tackle past debt, current spending choices, and make a plan for future saving and purchases.
Throughout my career, I’ve been leading teams to design and deploy successful revenue strategies for business. But like I always told my employees, I believe that the most important financial plan is the one you build for yourself. I leverage the same tools I used in my corporate career guiding business teams to assist individuals in achieving trackable Personal and Business Finance results.
I have successfully coached past clients to pay off debt, save for a big purchase, improve money conversations with their partner, negotiate a raise, launch their business, and more. What is your next finance question? I will help you make a confident decision.
NEW!! I am taking my financial coaching business up a level and starting as a Financial Advisor with Northwestern Mutual this winter 2022-2023. I am excited to bring a fresh approach to 360 financial planning from investments & insurance to estate & legacy planning to our community.
Catch up with me at the next Women of the Summit event or grab some time on my calendar at www.FinancialFeedbackWest.com
I am always looking for referral partners. If you are a Financial Advisor, Bookkeeper, Tax Accountant, Mortgage Broker, Insurance Provider, Real Estate Agent or in another related field let’s connect to see how we can support each other.
Photo Credit: Kelsey Booth Greenhouse Creative Studios