Michelle Goldstein (CFP®, MBA)
Michelle Goldstein focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Hourly
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Hourly
- Retirement Planning & Distribution Rules
Planning Specialties
My practice is centered around helping clients navigate major lifecycle changes: marriage, new baby, college, divorce, retirement, and death of a spouse. I can schedule successive sessions when the time comes to create a comprehensive financial plan, or I can meet with a client for a one-hour "financial health check." My style is flexible; this is your unique financial blueprint!
Additional Information
My background is in trust administration and banking at JPMorgan Chase. I have an MBA in finance, and decided to go into financial planning when a professor in graduate school described the profession as "a marriage of ministry and finance." I have been in solo practice in Dallas, Texas for over fifteen years.
NAPFA Start Date
March 08, 2004
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