Michelle Onaka
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Michelle
Biografía
I used to think that investing was gambling, so I avoided it. I also opened my first Roth IRA into a CD at a credit union--I didn't know to invest the money (nor how)! I eventually learned better, and now I get to help others learn from my mistakes (no judgement here). I am an educator at heart, with many years of experience supporting first-gen and limited-income college students. My passion for helping my students understand money eventually led me to teach a college course, open a financial education business, and finally leave education to become a financial advisor. I LOVE supporting others towards their money goals, especially helping them understand what they need to know about money to use it to intentionally create a life that they are genuinely excited to live. Money is not an end goal in itself, but it can buy freedom! So let’s start with your values and goals, then figure out the money strategies (and support) that you can use to make that happen (and automate it)!
Puedo ayudarte con
Me gusta trabajar con
Lo personal
I'm a mom of 2 living in Oregon. I love to travel, hike, bake, camp, and be in water. My kids are 6 and 8, and I'm finally starting to take them traveling (I'm all about intentional spending, not just saving/investing!). I recently took my kids on an epic 3 week Costa Rica trip. Corcovado, sloths, monkeys, pools, cloud forests, hanging bridges, river floats, beaches, Spanish, ziplining... it was amazing. Next will be Belize! [I offer a “Plan Lite” for $1,800, message me if interested]
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Investment Planning
- Portfolio Reviews
- Portfolio Management
- Tax Strategies
- Roth Conversions
- Retirement Accounts
- Financial Independence
- Early Retirement
- Budgeting
- Debt Management
- College Savings
- Warm
- Kind
- Patient
- Approachable
- Friendly
- Knowledgeable
- Thorough
- Thoughtful
- Compassionate
- Empathetic
- Nonjudgmental
- Reassuring
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Michelle was super easy to talk to. It felt com...
Michelle was super easy to talk to. It felt comfortable to have an honest conversation with her about my situation.
Great check in!
Easy approach and good conversations. We will keep in touch with Michelle regularly to ensure we are doing the right things!
Open to New Ideas!
I am Deaf, so we used an ASL interpreter. She took the time to listen and to figure out what I was trying to explain. I felt very confident in her abilities and her thought process, and how she broke things down for me. I also liked that she made the same mistakes that I did in the past, so she came from that perspective-throwing money in the bank and not investing it. I look forward to working with her again.
So helpful!
Michelle is a fabulous teacher. She helped me understand how my money works and how to navigate the inner workings of my Fidelity account, so I can better manage my money on my own. She introduced me to several ideas that I would not otherwise have thought of or known about.
Michelle was a huge help in coming up with a st...
Michelle was a huge help in coming up with a strategy to meet our goals over the coming years. We accomplished a lot more than expected in an hour and the follow up notes were very helpful and actionable
Really good input!
Really good input!
Second meeting was great!
This is our second time meeting with Michelle, and we are looking forward to checking in again in a few years! We have been steadily working towards our goals, and she has been great at helping us find our way forward and strategize. I highly recommend meeting with her, regardless of your situation, there is always more to gain.
Meeting with Michelle is always reassuring!
Meeting with Michelle is always reassuring!
Michelle had great suggestions and provided me ...
Michelle had great suggestions and provided me the space to think through and share about my goals. I appreciated her help!
Fantastic session full of actionable advice
Michelle was absolutely fantastic. I brought her a complex issue involving how to finance the construction of a house on a lot I do not actually own, and she was very quickly able to sort through the various assets I could use for financing, talked me through the advantages and disadvantages of each one (including tax implications), and advised me on the best order to use each asset for the financing. It was incredibly helpful, and gave me a lot of peace of mind. I will definitely use her again.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.