Become a Client

Why become a Client of Miceli Financial Planning?

Truly successful personal financial management requires a comprehensive approach to get the most out of your income and assets.

Do you need a financial plan?

Eight areas that make the most of your time & money

Become a Client

Do you need a financial plan?

The more you agree with the following, the more you could benefit from working with a professional specializing in comprehensive fee-only financial planning.

You could prepare your own financial plan, but lack the time to meet the standards you set for yourself.
You are establishing careers and want to be prepared for inevitable change.
You want to be an active participant in the planning process and have the computer savvy to streamline the experience.
You feel you pay too much in taxes.
You want to increase your net worth.
You want to make the most of your employee stock options.
You want an investment portfolio that can withstand another bear market.

Eight areas that make the most of your time & money

Miceli Financial Planning works with you to create answers to your questions in all eight critical areas of comprehensive financial planning:

Cash Flow Planning

Can we really afford a new home?

Should we pay down our mortgage?

Should we lease or buy a new car?

Are we saving too much or too little?

Retirement Planning

How much do we really need to retire?

When can we retire?

How should we save for retirement?

Will Social Security be there for us?

Education Planning

How much will college cost us?

What educational savings plan should we use for our children?

What's a Section 529 Plan?

Income Tax Planning

Are we paying too much in taxes?

How can we reduce our taxes?

Did we fill out last year's return properly?

Risk Management

How much life insurance do we need?

Do we have the proper insurance on our home and automobiles?

Do we need umbrella insurance?

Disability Planning

How would we support ourselves if we became disabled?

Do we need disability insurance?

What kind of disability insurance do we need?

Estate Planning

Do we need an estate plan?

What are trusts and why might we need them?

How do we minimize our estate taxes?

Investment Planning

Where should we invest our money?

What is asset allocation?

How do we protect ourselves against another bear market?

Why do we need professional money management?

What's the best way to diversify out of our Employee Stock Options?

Become a Client

At Miceli Financial Planning, we've made becoming a client easier than ever before.

Contact us using the link at the top of the page, email us at plan@salmiceli.com, or call us at (303) 948-5789. We'll set up a free consultation meeting to discuss your goals and concerns at your favorite coffee house, your home, my office, or even over the Internet.

Be sure to fill out the preliminary questionnaire before your consultation meeting. You can download an Adobe Acrobat formatted questionnaire, or we can mail one to you. Just let us know.

Download Questionnaire Here - Type your answers right in the document and email to plan@salmiceli.com.