Michael is a financial planner and Accredited Investment Fiduciary® who specializes in socially responsible investing for artists, entrepreneurs and non-profit organizations. He guides people through the process of creating a plan for their financial well-being, and is offering 4 hours of personal financial planning consultation.

Examples are retirement planning, education and health needs funding, portfolio analysis, and asset allocation. Here is a description of the process:

• Phone consult to discuss your needs.


• We meet to get to know each other, develop specific goals to be achieved as a result of our engagement; gather pertinent records.


• I perform the analysis and/or develop recommendations.
  


• We meet to discuss written recommendations and how you can implement them.