Partnership – Ideas By Mike™

This is Our Ideal Client (Ep. 3)

By Ideas by Mike™ | July 4, 2024

Having a financial plan could help bring your dreams to life!

But no ordinary plan will do. You need one as unique as you are.

Join Mike Milligan, CFP® to hear about how he and his firm, Ideas by Mike™ approach the world of financial planning. Mike shares his experiences crafting custom financial strategies for a diverse range of clients, from federal employees to the quietly affluent hidden in plain sight.

So, listen in as Mike uncovers the transformative journey clients embark upon working alongside the team at Ideas by Mike™, from the initial discovery call to the creation of a one-page financial plan that distills complex financial goals into actionable, understandable steps.

Mike discusses:

The process of becoming a client of Ideas by Mike™ and the experience you can expect
The value of discovery meetings and getting to know one another
How to craft a one-page financial plan that simplifies and clarifies financial objectives
Reasons specialized financial planning needs federal employees and the quietly affluent
The importance of celebrating life’s milestones and managing life’s challenges through financial strategies
And more!