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Providing Transitional Planning

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Michelle Coffey Photo

Michelle Coffey

Founder, Financial Advisor

Personal finance became my passion when a close friend suddenly became a young widow. I jumped in to help sort through her financial affairs, which her husband had always handled.   Her world had just been rocked, and not understanding her finances added to her overwhelming stress.   This experience led to me passionately talking about smart money planning to everyone I met. I found I had a talent for explaining finance and motivating people to take action.  I decided to take a chance and start a new career at the age of 42 where I could impact the lives of others.  

It became my path in life to create a place where women feel capable, in control, and encouraged. They become organized, capable, and knowledgeable, so they confidently secure a bright future for themselves and their families.