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Financial Planning

Offered by Being in Abundance, Michelle Petrowski, Certified Financial Planner
Financial Planners
Not sure if you're ready to jump into Financial Planning? START 2022 confidently Why not start with a "10-point Financial Wellness" checkup to identify "pain" points? $597

Investment Management

Offered by Cast Financial
Financial Planners
Invest your resources  wisely CLARIFY YOUR...

Financial Planning

Offered by Cast Financial
Financial Planners
Take control of your  financial future CLARIFY...

Estate Planning

Offered by Being in Abundance, Michelle Petrowski, Certified Financial Planner
Financial Planners
Working with your or my trusted legal & tax professionals to review trust, wills, and beneficiaries designations to support your legacy wishes and reduce potential exposure to estate tax and probate costs.

Business Advising

Offered by Cast Financial
Financial Planners
Make your business  work for you GROW YOUR...

Tax Services

Offered by Cast Financial
Financial Planners
Offload your tax  work GET CUSTOMIZED...

Money Coaching

Offered by Being in Abundance, Michelle Petrowski, Certified Financial Planner
Financial Planners
4 step process - Individual Money Coaching is a process that involves 4-5 sessions that explore your relationship with money using the 8 Money Archetypes as developed by the work of Deborah Price. Through this process you will uncover feelings...

Divorce Financial Planning

Offered by Being in Abundance, Michelle Petrowski, Certified Financial Planner
Financial Planners
Providing Financial Guidance during the Divorce Process Under our sister company, Being Mindful in Divorce, I collaborate with individual clients, couples, mediators, attorneys, and other professionals during your divorce process....

Schedule A Meeting

Offered by Cast Financial
Financial Planners
Cast Financial Address

2 Hour Strategy Session

Offered by Being in Abundance, Michelle Petrowski, Certified Financial Planner
Financial Planners
A perfect first step when planning for: Your first child Buying your first home A career change Understanding RSU, ISO, and NSOs and developing a strategy for buying & selling One parent...

Filing Necessary Documents

Offered by Cast Financial
Financial Planners
We manage all the details, from completing paperwork to filing your return. If your business requires more filings, we’ll handle your additional state and federal deadlines.

Financial Books

Offered by Cast Financial
Financial Planners
Our team starts by analyzing your current financial systems. We’ll review your books, whether you’re using a software system, spreadsheets, or filed papers. If you don’t already use QuickBooks, we’ll get you set up. Then we’ll clean and...

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