H. Baker
The difference of a team
You build your family, your career, and your dreams. The right financial advisor amplifies your success. Choose a CERTIFIED FINANCIAL PLANNER professional who will guide you as a trusted partner on your path.
Mike Schelle has spent nearly a decade helping clients and families better understand their wealth and how to use it as a tool that serves their goals. Shedding the doubt and uncertainty in your financial plan gives you back the mental energy to excel elsewhere as a parent, spouse, friend and individual.
Contact me today to learn how comprehensive financial planning can change your life.
CLIENT SUCCESS STORIES
Empowering Financial Journeys
Explore the success stories of our clients who have benefited from our expert financial planning services. Discover how we've helped individuals take control of their finances and achieve their money goals.
Julia Smith
Julia's journey with My Site transformed her financial outlook. She now feels more empowered and in control of her financial decisions.
Michael Brown
Michael's experience with My Site was enlightening. He learned valuable strategies to grow his wealth and secure his financial future.
Emma Wilson
Emma's testimonial showcases the positive impact of My Site's services on her financial well-being. She now feels more confident about her financial future.
OUR PROCESS
Simplified Approach
Our financial planning process is straightforward. We begin by understanding your financial goals and then create a customized plan to help you achieve them.
Goal Setting
Personalized Strategies
During the initial consultation, we discuss your financial aspirations and set clear, achievable goals tailored to your unique circumstances.
Based on your goals, we develop a personalized financial plan that includes budgeting, investment planning, and debt management strategies to optimize your financial well-being.
Continuous Support
Progress Monitoring
We monitor your progress and adjust strategies as needed to help you achieve financial success. With regular check-ins, we ensure that you are on the right path towards your financial goals.
We provide ongoing support and guidance to ensure you stay on track with your financial goals. Our team is here to help you navigate any financial challenges that may arise.
GET IN TOUCH
Connect with Us
Have a question or need more information? Reach out to us today. Our team is ready to assist you on your financial planning journey.