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Speaking Engagements

Workshops, Seminars, Discussions & more

Michelle Petrowski, CFP®, CDFA®, LC has spent years educating clients one on one as well as through workshops, presentations, and discussions to discover their lifestyle goals, limiting beliefs and empower them to make the behavioral changes needed to achieve their end game. As a women who has experienced 7 out of the 10 biggest life transitions, she shares her personal and professional journey , connecting easily and empathetically with her heart centered approach.

TOPICS:

  • Dating & Couple's Money

  • Budgeting Basics & Debt Paydown

  • Credit basics and creating a plan

  • Money Coaching & Mindset

  • Car Buying

  • Home Buying

  • Divorce Overwhelm - What Everyone Should Know

  • Preparing For difficult Conversations

  • Military Benefits & Planning

  • Thrift Savings Plan

CE Topics :

  • Planning Considerations for Unmarried Couples

  • Money Coaching; Mindset, Barriers to Change

  • Divorce Planning for Other Professionals

  • Divorce Planning: Advanced Case Studies

  • Overcoming Bias; to better support your clients

  • Military Benefits & Planning

  • Thrift Savings Plan

  • How taxes could be impacting your  divorce clients; for attorneys and mediators

"If not I, who?   If not now, when?"

Philanthropy

These are the words I have lived by for the last 20 years after hearing them from a visiting missionary.

Service and Leadership is not just an ideal, it is

a lived value and example that I strive for in my life.

My passion for the community,  can be seen through my work with Fresh Start Women's Foundation,  Savvy Ladies and in providing Financial literacy to the AZ National Guard as she I work to advances my commitment to further the financial empowerment of  women and families through education.

Blogs - see blog page for more..

 'A wealth you can not imagine flows through you' - Rumi

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Serving Clients Virtually

Company

(520) 369-3380

Conversations are complimentary. Give us a call to discuss your needs

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This website and information are not intended to provide investment, tax, or legal advice. Investments  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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