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Who We Help

"As a financial planner, my passion is to enlighten and empower those eager to learn. Let’s demystify finance together, turning knowledge into your greatest financial asset."

- Michelle Crumm, CFP®, CPA, MBA

Comprehensive Financial Planning for Women, Couples & Families.

We work primarily with women, couples, and families who want a trusted partner to bring all the pieces of their financial lives together. Whether you're building wealth, preparing for retirement, or already enjoying it, financial decisions become more complex as life and wealth evolve.

 

At Belle Eve Financial, we look beyond your investment accounts to coordinate retirement and retirement income planning, tax strategies, investments, estate planning, insurance, charitable giving, and major financial decisions. We help you understand how today's choices may affect your finances years from now—and identify opportunities such as Roth conversions, tax-efficient withdrawals, and thoughtful investment strategies along the way.

Wealth Accumulation

Mid-career woman confidently exploring wealth management options for women, with personalized guidance from a Certified Financial Planner to grow her assets

Approaching Retirement

Pre-retiree woman meticulously planning her retirement investments with a certified financial planner advisor, ensuring a secure and enjoyable retirement ahead

Living in Retirement

Retired woman enjoying her golden years, with her financial serenity ensured by prudent wealth management for women provided by a certified financial planner

Wealth Accumulation

Climb mountains on vacations, not mountains of debt

During this stage, the focus shifts from spending to saving and investing.

 

As your children grow and home ownership balances become more manageable, expenses decrease.

 

Capitalize on this period by increasing your retirement contributions, aiming for 15% to 20% of your income.

Mid-career woman engaged in a financial discussion with a certified financial planner, crafting a tailored investment strategy to meet her evolving financial needs.

Amy's Story:

Dive into Amy's story, an ambitious entrepreneur, as she navigates the financial hurdles of expanding her business while preserving her personal financial stability.

Pre-retiree woman envisioning her retirement, backed by a sound investment strategy devised with the expertise of a certified financial planner

Sophia's Story:

Embark on a journey with Sophia, a spirited entrepreneur, as she navigates the complex realm of financial stability, business growth, and securing a comfortable future for her family.

Approaching Retirement

Get off work treadmill and run along yellow brick road

This phase marks the pinnacle of your career and impending retirement.

 

Evaluate your pension and retirement income against expected expenses.

 

Identifying shortfalls and making adjustments is essential for a smoother retirement transition.

 

Consider reducing portfolio risk by favoring interest-bearing investments such as Savings Plans and Guaranteed Personal Pension Plans.

Take the first step with us by your side.

A simple conversation could be the key to unlocking a future where you…

✓ Enjoy the empowerment of finally being on top of your finances,

✓ Celebrate life's milestones without financial worry, and

✓ Feel the joy of financial security and freedom.

Living in Retirement

Golden years, living dreams

The key challenge for retirees is securing a steady income in retirement, which becomes easier if you've diligently saved.
 

Explore options like the Income Drawdown Plan for a fixed monthly income while preserving your lump sum.

Additionally, consider depositing investment proceeds into a flexible Savings Plan account, providing monthly interest and easy access to your funds.

With financial matters in order, focus on enjoying a fulfilling retirement.

Joyful retired woman reflecting on her wise investment decisions made with a certified financial planner, which now allow her to relish her retirement with financial ease.

Grace's Story:

Discover Grace's journey as she navigates the financial challenges of retirement, striving to secure a comfortable lifestyle that supports her love for travel and community service.

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