Michael Sayre

It's easy to overlook critical financial decisions in today's fast-paced world. Whether you're planning for retirement, saving for your child's education, or aiming to maximize your hard-earned money, I can offer tailored expert guidance.

During our one-on-one meeting, we will take the time to understand your financial goals, evaluate your current situation, and create a plan that is uniquely tailored to you, helping you achieve your objectives in a way that's best for you.

Our Process

Consultation

Establish Objectives

Gather Information

Define Relationship

Discovery

Assess Current Scenario

Understand What Is Important

Uncover Roadblocks

Implementation

Discuss Recommendations

Adjust to Meet Client Needs

Commit to a Strategy