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- Michelle Crumm, CFP®, CPA, MBA

"Let's begin your financial journey together."

Contact Us

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Schedule your complimentary consultation.

We're thrilled at the prospect of starting this financial journey with you.  Simply use the embedded scheduling tool below to select a time for your complimentary consultation with Michelle. During this session, we’ll get to know each other, explore your financial aspirations, and start envisioning the roadmap to your financial serenity.


After scheduling, you’ll receive a confirmation email with all the details you’ll need. We can’t wait to meet you and start working towards turning your financial goals into reality. Your path towards financial empowerment is just a click away!

Contact us

Reach out the old fashioned way.

If you have any trouble with scheduling or need to arrange a different time, feel free to reach out to us directly using our contact form. We're here to accommodate you and are looking forward to embarking on this empowering journey together.

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