Michelle Perry

In December 2020, I unexpectedly lost my dad to Covid-19. A week later, a good friend (50 years old) perished in a car accident. Both left a spouse behind. While both had a financial "what if" plan in place, I watched their families deal with the business side of death while mourning and grieving. Each needed a helping hand and an advocate to stand by their side during the weeks and months that followed.

I decided then and there to dedicate myself and a significant portion of my practice to focusing on those who are facing a "solo journey"; advocating for those embarking on a new path either through divorce, breakup or loss of a loved one. Therefore, I dedicate a majority of my time to helping others prepare for, transition through, and eventually thrive in a journey that will be different. A journey that, over time, can be embraced with confidence and security.

Within any journey, the principles remain the same. Everyone wants to feel:

-Understood
-Informed
-In control

Helping you feel understood, informed and organized is the first step, then using a refined process, we partner to build, help protect and eventually transfer your portfolio. Each strategy is created to help you achieve your goals and stay on track.

Why? So you feel empowered, secure and in charge of your finances.

Clients often come to me in the middle of a transition, such as job change or retirement, loss of a loved one or change in family status. Let's get ahead of this and start preparing today!

My greatest sense of contribution is seeing clients feel secure and confident that their resources align to meet their goals.

I strive to enjoy and be aware of all the goodness in my life and recognize the “moments that matter", so that these milestones can be embraced and celebrated as part of the journey.

If you feel I can be of help to you in preparing for and partnering with you through your journey, please call.