You work hard to build your family, your career, and your dreams. The right financial advisor amplifies your success. Choose a CERTIFIED FINANCIAL PLANNER professional who will guide you as a trusted partner on your path.
Mike Schelle has spent nearly a decade helping clients and families master their financial plan and use wealth as a tool to serve their goals. A well-managed plan gives you back the mental energy to excel elsewhere as a parent, spouse, friend and individual.
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Contact me today to learn how comprehensive financial planning can embiggen every facet of your life and future.
Understanding each other
Becoming a client
During the initial consultation we'll listen to who you are and ask you to do the same. Our goal is to discover our mutual comfort level and give you actionable ideas to start on your top concerns.
We'll never ask you to sign up on the spot. After you've slept on it and had all your questions answered, we are here when you are ready. Our relationship comes with no contractual term and you are free to change your mind at any time.
Opening the box
Building the plan
Your financial plan is a puzzle. After becoming a client we will begin sorting and organizing pieces: account statements and balance sheets, paystub and budget projections, initial goals and priorities.
Once the data is gathered we'll build out a financial plan, tax plan and portfolio that fits you and your family - your goals and dreams, your risk tolerance and your time horizon.
Getting things done
Tracking & adapting
Clear communication and follow-through until each task is done. We're here to offload as much as we can and help you complete every part you own as the client. This teamwork and accountability is the cornerstone of how we earn your trust.
Job changes, family illness or death, shifting priorities. As long as life goes on your financial plan will continue to evolve. We meet at least annually to make sure your plan is optimized for your needs and to discuss the pros and cons of any changes.