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Michelle Petrowksi
Business Name:
Being In Abundance
Business Description:
Fee only holistic financial planner.; Fiduciary, no product sales or commissions
How Business Creates Value:
I understand that you're unique and so are your needs. I understand that you are unique and so are your needs; services, strategies and advice based on you.  Mindful money mapping  Identifying and aligning values and financial choices and considers choices through a tax lens
How Member Creates Value:
 Judgment free space- Meeting you where you are on your financial journey  Guiding clients to becoming exceptional stewards of their own finances, uncovering previously “unseen” possibilities for their life, and creating opportunities to have a fuller life of impact through life coaching tools

Why Michelle?

My life mission as one centered on providing access to financial planning for those that seek it. I believe that wealth is more than money and solid financial advice should not begin and be centered on investments as has been the tradition with advisors of the past. Having been a successful woman in tech, tax-preparer, married, divorced, a step-mom, single mom, a sandwich generation care-giver, a mid-life career changer, and an entrepreneur I know that life is shades of grey, and all aspects are inter-related.

Why now?

Tired of traditional advisors only concerned about assets? Or being spoken at, or even ignored during client meetings? We know that wealth is more than money and I get that you are unique, just like me. And because of that, there are several ways we can work together. See what seems in alignment with what you think you might need or want to learn more about, and then schedule a "Q & A Call" so that we may identify if there's a way for me to support you, or your organization directly or provide you with a another resource, including a another professional or an organization. https://calendly.com/michellebuonincontri/30min Are there thigs that keep you up at night? Do you wish you aere further long than you are? Don't let more time pass, let's have a conversation

Skills

  • Wholistic Financial Planning
  • Divorce Financial Planning
  • Pension valuation
  • Retirement planning
  • Tax planning
  • EState planning
  • Employee benefits review
  • Mediation
  • Small business finances & planning
  • Executive comp (ISO's, RSU's ESPP)
  • Financial Coaching & Education
  • Presentations

Credentials

  • Member since 2023
  • CFP® Designation #150123
  • CDFA®
  • Life Accident & Health Insurance License NIPR# 15277173

Experience

  • Militray & Federal Employees
  • Divorce Mediation