Michelle Crumm (CFP®, CPA, MBA)
Michelle Crumm focuses in the
following client markets or areas of practice:
- Entrepreneurs
- Financial Psychology/Coaching
- Generation X
- Middle Income Client Needs
- Millennials
- Novice Investors
- Entrepreneurs
- Financial Psychology/Coaching
- Generation X
- Middle Income Client Needs
- Millennials
- Novice Investors
Planning Specialties
Financial Goal Planning: What are your dreams and how do you achieve them? Let's turn your dreams into reality and take the stress out of your journey.
Budgeting/Cash Flow/Debt Management: How can I achieve financial stability and peace of mind? Strategize for a financially balanced lifestyle.
Investment Strategies: Will I have enough?
Education Funding: Envisioning a quality education for your kids? We'll calculate educational costs, explore funding options, and create a savings plan that aligns with your savings and retirement goals.
F.I.R.E.: Ever dream of escaping the 9-to-5 grind early? FIRE (Financial Independence Retire Early) is your ticket to freedom!
Retirement Planning: Dreaming of a golden retirement? Let's map out your journey! We'll figure out your nest egg, explore income streams, crunch those future expenses, and launch a savings plan that'll take you from work to play, stress-free.
Tax Planning: Want to keep more of your hard-earned cash? It's all about crafting your financial moves to shrink your tax bill. Whether it's picking the smartest investment options, timing your income and deductions just right, or getting a jump on estate taxes, tax planning is your secret weapon to maximize your wealth.
Estate Planning: Ever wonder how your assets will be handled after you're gone? That's where Estate Planning comes in! It's about preparing for the future by organizing the distribution of your assets posthumously.
Insurance Review and Risk Management: Are you covered? Dive into Insurance Review and Risk Management!
Additional Information
Michelle Crumm is an experienced entrepreneur and financial advocate dedicated to empowering women through personalized financial planning. Driven by a passion to serve women and break down financial barriers, Michelle specializes in comprehensive financial plans tailored to the unique challenges faced by women. Drawing from over five decades of life experience and her journey through significant financial milestones, including navigating a significant windfall, transitioning from retirement to a thriving second career, and founding three successful business ventures, she brings a wealth of knowledge and insights to the table.
Michelle's commitment to women-focused financial planning is fueled by her recognition of the distinct financial considerations faced by women, from education planning to retirement planning to wealth management. As a CPA, MBA and CFP®, Michelle's credentials reflect her unwavering dedication to achieving excellence in the field of financial planning. Having grown up with limited means, Michelle understands the financial journey firsthand and is uniquely positioned to offer expert guidance, tailored solutions.
Beyond her financial expertise, Michelle is a dynamic community participant who has served as a Regent for Eastern Michigan University and Chair of the Board for the Ann Arbor Area Community Foundation. Inspired by her husband of 28 years and their three college-aged children, Michelle brings energy, enthusiasm, and a commitment to empowering individuals and leadership teams to her work. Her vision is to be the trusted partner in every woman's journey towards financial freedom and success, providing the guidance and support needed to create a bright and secure financial future.
NAPFA Start Date
September 26, 2023
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
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