Michael has over 7 years of experience building comprehensive financial plans for individuals and families. Michael realized typical financial advisors often recommend on topics that suit their own interests. In 2013, he established a fee-only financial planning firm, building it from scratch.
Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base.
As a result, the demand for an alternative firm like this has grown. Michael now offers online financial planning services to people across the country. While he has offices in both Bedford and Nashua, NH, his firm also has the technology to reach his clients no matter where they are.
Michael’s experience and expertise has led to requests and quotes in notable publications, including The Wall Street Journal, The Boston Globe, The Chicago Tribune, Yahoo! Finance, and InvestmentNews.