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

Planning Specialties

My practice is centered around helping my clients figure out when they can retire and how much they can spend in retirement. I also specialize in lifecycle changes: marriage, new baby, divorce, retirement, and death of a spouse. My style is flexible; I can meet with a client for just a one hour "financial coaching session" or for successive sessions for a comprehensive, financial plan.

Additional Information

My background is in trust administration and banking. I have an MBA in finance and learned the field of financial planning while I was a trust officer at JPMorgan Chase.  I am currently working on my Certified Advisor in Philanthropy (CAP) designation.  I have been in practice for over ten years.

NAPFA Start Date

March 08, 2004


This Office

9330 Peninsula Dr Dallas, TX 75218-2735 Phone: (214) 695-9251