Clarity CreatesConfidence
Financial planning built to evolve with you.
Build, rebuild, or redefine your future with a holistic plan aligned to your goals, values, and priorities.
Independent guidance from G. Michele Freeling, CPA, CFP, RRC.
CPA, CFP, RRC
30 years in financial services
G. Michele Freeling
Independent advice. A plan built around you.
CPA, CFP, RRC
With more than 15 years in financial planning and a career rooted in accounting, Michele helps people who are building, rebuilding, or redefining their lives. Her approach brings every part of your financial picture together so your plan can adapt as life changes.
- ClarityUnderstand where you are and what matters most.
- HolisticConnect every financial tool to your whole life.
- AlignmentTie every recommendation to your values and goals.
- NavigationMove through change with professional support.
- GrowthBuild and use your wealth intentionally.
- EmpowermentUnderstand your options and decide confidently.
“Because the goal is not simply to build wealth. It is to build a life you are confident in.”
A plan that changes as your life does.
Holistic Financial Planning
Bring investments, retirement, taxes, cash flow, protection, and legacy goals into one coordinated plan that can evolve with you.
Investment and Wealth Management
Access professionally managed investments aligned to your goals, time horizon, risk comfort, and the life you want to build.
Retirement and Life Transitions
Navigate career changes, retirement, family milestones, business growth, and unexpected events with a flexible financial roadmap.
Plan-Only Engagements
Get a focused, comprehensive financial plan with clear priorities and recommendations, without an ongoing investment relationship.
Hourly Consultations
Receive professional guidance for a specific decision, question, or change when you need advice without a full planning engagement.
Personal and Trust Tax Preparation
Coordinate T1 and T3 tax preparation with your wider financial strategy. Existing planning clients receive preferred pricing.
Ongoing investment management uses a sliding fee schedule starting at 1.25%. Client fees automatically reduce by 0.05% every fifth anniversary in Michele's care. Plan-only and hourly structures are also available.
Guidance that brings clarity to life's changes.
“Michele made a complicated transition feel manageable. I left our conversations with a clear plan and confidence in my next steps.”
“The advice was thoughtful, practical, and grounded in what matters to our family. We finally understand how the pieces fit together.”
“I value Michele's ability to explain options clearly and connect every recommendation to my goals. The process feels personal and considered.”
Your next chapter starts here
Change is inevitable. Your plan can be ready for it.
Careers change. Families grow. Priorities evolve. Build a financial plan with the flexibility to move forward confidently.
Move forward with confidence.
Share what is changing and where you want to go. Michele will follow up to arrange a conversation about your goals.