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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Providing Transitional Planning with an Empowered Frame of Mind

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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.