Michael Goldman (CFP®, MA)
Michael Goldman focuses in the
following client markets or areas of practice:
- Financial Psychology/Coaching
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Financial Psychology/Coaching
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Michael C. Goldman, M.A., CFP®, founder of Goldman Financial Planning, is passionate about helping people identify and reach meaningful life goals through trustworthy financial advice and coaching. As a financial advisor, he enjoys enabling his clients to define short- and long-term goals and use money to help achieve the life they want. Michael focuses on assisting everyday people who often cannot see a top-quality, reliable financial advisor because they lack a large investment portfolio. He likes coaching, teaching and helping bring about a transformation in his clients so they can make their dreams a reality.Michael's passion to empower others through expert financial advice and coaching has resulted in two companies. One is Goldman Financial Planning, where he helps his neighbors by assisting individuals in Maine and the surrounding area on a one-on-one basis. The other Wealth Gathering LLC, an online social community emphasizing good financial habits, goal achievement and peer support. Michael founded Wealth Gathering to extend the valuable financial principles he shares with individuals to a far broader audience with easy access via the Web. Through both companies, he helps people connect what is important in life with how they manage their money, bringing trustworthy, affordable financial advice to everyday people.
Additional Information
Using money-management techniques to live a meaningful and rewarding life is something Michael puts into practice himself. Skillful financial management enabled him to pay for an advanced education and travel extensively, as well as move to Maine. He discovered Maine while completing his master's degree at New York University and loved the area immediately. Upon moving in 2000, he was able to attend the Center for Furniture Craftsmanship in Rockport to develop his skills in his favorite hobby, woodworking. He was only at the school a year and a half before he began building his own home, which he completed in 2004. He met his wife Michelle in Portland, where they are raising their two daughters. Committed to community, he is honored to serve on the board of two charitable organizations.
NAPFA Start Date
July 23, 2012
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