Let’s transform your financial life

I guide good-hearted, ambitious entrepreneurs like you to master the financial identity, strategy & plan that will unlock your version of financial freedom, empower you to feel confident & in control of your financial future and enable you to make clear & informed financial decisions.

What’s your biggest concern right now?

I need a financial
strategy & plan

And I want to get it right - so that it aligns with my values & financial goals & can create security & wealth for me & my family.

I’m not quite sure where or how to start investing

I feel overwhelmed by all the options and concerned that I’ll make a mistake or don’t have the right amount of money to invest.

I need help prioritizing
my financial goals

I want to be more financially secure, feel more in control of my finances & know what to do next but I don’t know how to get there.

Hello & Welcome!
I’m Michelle Steward, Your Financial Planner & Financial Therapist.

After 20+ years of creating financial strategies for business owners & women, I’ve learned what works {and what doesn’t} when it comes to generating wealth & mastering your financial identity & plan.

And believe it or not, it’s hardly ever about just making more money - it’s about feeling confident and in control of your financial future.

Focusing on the 20% of financial, investing & tax strategies that will give you the most ROI is the secret to building wealth faster - without any of the confusion or overwhelm about what to do next.

So if you’re ready to discover the simple financial strategies that will help you unlock your version of financial freedom and enable you to make clear & informed financial decisions, let’s get started!

Let’s transform your financial life.