Our practice's trademarked approach to comprehensive financial planning is referred to as The Navigated Journey. This specialized planning process, coupled with Michelle's extensive training and experience as a Certified Financial Planner, have led our team to have one of the highest client satisfaction ratings within the organization of Thrivent. Each team member brings a unique skillset when planning with clients, thus creating a holistic atmosphere for meaningful relationships. Whether partnering with entrepreneurial minded client board members, or working with multiple generations to leave a legacy, our team helps clients make financial decisions that align with their values. Learn more at www.pitonwealth.com.