"I am not the type of person that watches over the market and what it's doing nor do I ever look at my accounts more than once or twice a year. I don't know nor do I want to learn about financial "stuff". Michelle is so good at explaining what she is doing and why with my money. She is able to tell me honestly what went well and what didn't and explains what the market is doing in simple terms so that I understand. She does a fantastic yearly presentation and is available anytime throughout the year for financial assistance on things that come up. She is smart and keeps up to date on the latest and greatest info and options. I feel confident that I am setup for retirement when that day comes. She is also the type of person that doesn't lecture or make you feel bad if you slip up and aren't able to put as much money away or need help getting back on track with a budget. She understands that life happens and that while she enjoys looking at financials and strategizing that not everyone else does. I trust her advice and I recommend her to my all my friends and family." —Missy, current client ​      "Michelle is not only professionally adept at her assessment and handling of our financial needs, but she listens and remembers our concerns, timing issues, and - yet - remains flexible as life "happens". We enjoy our meetings and have found the outcome of our selection of how and where to place our investments to be productive and fitting. She has excellent customer service with empathy and an appropriate sense of humor. Further, she is technologically adept and patient to assist us through the various online processes. We appreciate her so much!" —Anonymous, current client ​      "In my search to find a financial advisor, not to manage my already established portfolio and assets, but to review my overall financial situation, determine if asset allocation was on track to meet goals, and plan for the coming years before retirement, I found Life Story Financial. Michelle was a pleasure to work with, easy to talk to, provided enough guidance but let the conversation go where it needed, and in the end of our discovery journey, was able to provide comprehensive recommendations that not only covered asset allocation, but also covered insurance, estate planning and more. The plan had real, tangible actions for me to take and easy for me to execute. The plan forward is to touch base once a year for a quick assessment, check for any life changes and adjust where needed. I found her fees to be very reasonable for the comprehensive review, and I can even engage her advice services at an hourly rate, should something come up that I need to discuss." —Sheri Birk, past client