Michael’s firm Aquarius Financial provides investment management services, but not financial planning services. Prior to engaging in an investment advisory relationship with us, we encourage you to visit a fee-only Certified Financial Planner (CFP®). Michael can provide referrals upon request. (Neither Michael nor Aquarius Financial receives compensation in any form in return for financial planning referrals.)
Typical services provided by financial planners
• Comprehensive Life Planning
• Retirement Funds Stress Test
• Debt and Budget Workout
• Retirement Health Check
• Social Security income review
• Sunset Care Planning
• Financial Fitness Checkup
• Tax Planning and Filing
The Financial Planning Process
A financial planner’s role in working with clients is that of a financial life coach. If you are like most people, your financial decisions are governed not just by logic and facts, but also by emotions and beliefs regarding money. A good financial planner will explore these beliefs and patterns with you, resulting in an increased awareness that helps to guide you on a path forward. Recommendations grounded by intelligent, independent advice may allow you to live a more independent, conscious and financially secure life.