Michelle Steward

Michelle specializes in helping women entrepreneurs & executives to understand their unique relationship with money on a deeper level and then craft financial strategies that are in optimal alignment with each person’s values & beliefs.

A speaker & educator at heart, she is a former Registered Investment Advisor, previous Chartered Retirement Plan Consultant designee & former securities & insurance licensee and has trained hundreds of financial advisors, both up and coming & seasoned, in the art of understanding the nuances of retirement plans for founders. Michelle partners with financial advisors, planners & coaches to elevate their practice by integrating into their client relationships financial therapy & financial wellness practices.