Skip to main content
Photo of Michelle Monson Klisanich
Michelle Monson Klisanich
Lead Financial Consultant

About Michelle Monson Klisanich

What are your goals and values? What worries keep you up at night? What dreams do you aspire? I will assess your situation and develop a financial strategy designed exclusively for you. Working together, we will build a financial plan around what’s important to you. My family and I cherish our time together and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. I am passionate about empowering people to save for retirement and pursue thier financial dreams. I have been told that my passion shows in my ability to effectively communicate on all levels. Simplifying a complex concept and bringing new understanding that could change the course of your life is rewarding to me. No matter what your financial goals are, I will build a financial plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself – and to share.