An Exceptional Life Financial

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Mychal Eagleson (CFP)

Mychal Eagleson focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

Designations

  • Certified Financial Planner™
  • Chartered Special Needs Consultant®
  • Accredited Asset Management Specialist

Education

  • The American College of Financial Services, Chartered Special Needs Consultant Program, 2017
  • New York University, Certificate in Financial Planning, 2013
  • Indiana Wesleyan University, Bachelor of Science – Management, 2012
  • College for Financial Planning, Accredited Asset Management Specialist Program, 2011

Experience

  • Working in the financial services industry since 2008
  • Prior to founding An Exceptional Life Financial, provided financial planning and portfolio management to clients throughout the Midwest for two Fortune 500 companies and a dedicated Private Client Group
  • Board Member of the Financial Planning Association of Greater Indiana, serving as the Director of Public Relations
  • Board Member of the Pike Township Educational Foundation, serving as a member of the Finance Committee

Additional Information

I love being a Financial Planner! Getting to be a part of people's lives and being there to use my knowledge to assist them through all its phases is an is an incredible experience; one that I wouldn't trade to do anything else. Being "Fee-Only" allows me to be as invested in their success as they are, so that no matter what, they know I'm always on their side of the table. It's a fantastic feeling to be able to make a difference and provide a positive impact on people's lives whether it be something as simple as budgeting or something as complex as planning for retirement or college. My favorite quote embodies this and comes from another Financial Planner who has dedicated her life to helping others through her work:

 

“My definition of success is that every person I come in contact with finds a better path… that I can say something or do something that gets them thinking about where they want to go and how they want to get there. It’s the impact I hope to make on people”
– Deena Katz

 

Personal:

  • Resides: Pike Township, Indianapolis, IN
  • Wife: Emily - Elementary Special Education Teacher Extraordinaire
  • Fur Kids: Maddie & Jax (Dogs)
  • Interests: Staying active through Taekwondo and hiking, reading - science-fiction, history, & psychology, and projects around the house
  • Causes I Support: Pike Township Educational Foundation, Eagle Creek Park Foundation, Keep Indianapolis Beautiful, Gleaners Food Bank, and WFYI Public Media.

 

NAPFA Start Date

September 18, 2017

Industry Start Date

June 02, 2008

An Exceptional Life Financial

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This Office

9348 Stones Ferry Way Indianapolis, IN 46278-5055 Phone: (317) 941-6492