Michelle believes using a holistic approach to helping clients plan and live their dreams is critical to their success.
The better she can help a client mesh their dreams with their finances, the more successful and fulfilling their retirement journey will be.
Planning that addresses some of retirees' greatest worries such as health care expenses, long term care, longevity concerns, and unforeseen events can provide the most confidence as you retire. Michelle digs into the details, specializing in retirement planning, holistic wealth management, and specialized issues such as withdrawal planning , retiree healthcare decisions, Medicare , social security, and multi-year tax savings strategies.
She also loves cats. A lot.
Michelle has taught educational courses on retirement planning through the University of North Florida’s LearnJax program since 2007. She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, co-hosted the radio show "Financial Feud,” and has had her advice featured in the Jacksonville Business Journal. She is a CERTIFIED FINANCIAL PLANNER™ professional, and has been awarded two advanced designations beyond the CFP curriculum - the Retirement Income Chartered Professional (RICP™) designation, and the Chartered Advisor for Senior Living (CASL®) designation from The American College. Michelle is a 1995 graduate from the University of Louisville in Kentucky, receiving Magna Cum Laude accolades. She began her career in financial planning in 1998. Ms. Ash is a member of the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only financial planners. In 2018, Michelle served as President of the Financial Planning Association (FPA) of Northeast Florida.
In her free time, Michelle enjoys spending time with her husband, skiing, ocean stand-up paddleboarding, and visiting the Big Cats she sponsors at The CattyShack Ranch Wildlife Sanctuary. She is also pursuing her Master of Science degree in Financial Services.
View full disclosure about Michelle's licensing, employment history, credentials, and professional conduct at Brightscope.com. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Advisory Services Provided by Paragon Wealth Strategies, LLC, a registered investment adviser.