A guide for every stage of life Do you need a wealth advisor? We can all use sound financial advice, but we don’t all need a professional to manage our resources. That’s why I put together a Financial Freedom Roadmap to help you have a clear path forward—one rooted in wisdom, discipline, an …
Live with vibrant health, abundant joy, and unshakeable peace by Michelle Ogden, CFP®, CRPS, CKA®, Founder & CEO, Wealth Advisor As a wealth advisor, a big part of what I do revolves around managing money. But true wealth goes far beyond the numbers on your financial statement. It inclu …
Breaking down an annual insurance review to bite-size pieces you can chew When it comes to wealth management, insurance isn’t the most exciting topic, but it’s important. As our lives change, our insurance needs change. That’s why an annual insurance review should be part of your financial …
As a wealth advisor, much of my time is spent helping my clients prepare for retirement, and a big part of any retirement plan includes saving and investing.
An accident and unwanted surgery released me from my own personal prison of unrealistic expectations. February 1, 2025, was a beautiful Saturday. I read in Christian Business Almanac that it was Bike to Work Month. Knowing I would soon be moving far from the office, I thought, “What a great …
Retirement is a major life change. When you prepare for retirement as a couple, whether you’ve been married for a few years or many decades, be sure your dreams and resources are aligned so you’re both moving in the same direction.
A critical element of estate planning is selecting the right person to administer your estate. When we think of estate planning, our focus is often on taxes, bequests, and asset distribution. But an equally important decision is who will carry out your wishes when you die.
