Financial Peace of Mind
Turn Your Financial Stress Into Financial ConfidenceSometimes your finances feel out of control – and you don’t even know where to start. Let Michele offer you judgment-free help to turn your financial stress into financial security – so you can use your money to create the life you want.
Financial Services
Whether you need support managing your personal or business finances – or both – I can help. We’ll work together in a collaborative way to increase your financial comfort and security, empowering you to build a solid financial future.
Business Coaching
Personal Coaching
Business Support
Downloadable Products
Meet Michele
CPA, Financial Coach
Michele Cagan focuses on helping women take control of their personal and business finances, overcome financial anxiety, and achieve lasting financial peace of mind — while building sustainable wealth.
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Delivering Results
“Our company was SORELY in need of book cleanup and we interviewed several CPAs. When we finally contacted Michele, we knew right away that she was the CPA for us. Her email follow up is impeccable, her level of transparency is refreshing (important characteristic when dealing with money) and she is kind. If you are looking for a CPA who will walk with you through your financial process, Michele is the one.“
Books & Publications
Want to get started right away? Use these resources to take charge…
If you’re looking for Financial Recovery Workbook downloads, you can find them here.
Financial Recovery Workbook
A Step-by-Step Plan for Regaining Control of Your Money and Your Life During and after a Personal Financial Crisis.
Retirement 101
From 401(k) Plans and Social Security Benefits to Asset Management and Medical Insurance, Your Complete Guide to Preparing for the Future You Want
Investing 101
From Stocks and Bonds to ETFs and IPOs, an Essential Primer on Building a Profitable Portfolio
Real Estate Investing 101
From Finding Properties and Securing Mortgage Terms to REITs and Flipping Houses, an Essential Primer on How to Make Money with Real Estate
From the Blog
7 Ways Financial Anxiety Can Trap You In a Constant Downward Spiral
Have you ever sat there, staring at your bills, and just felt utterly overwhelmed and stressed out, even though you know you have plenty of money in the bank to pay them? Or perhaps you feel incredibly guilty for spending money on anything “extra” that you don’t...
Does Your Business Need an Emergency Fund? (YES!)
Your small business needs cash to survive. The same way you need oxygen to breathe and water to drink. Business survival depends on positive cash flow and liquidity. And it’s especially important in times of financial uncertainty, plagued by tariffs, inflation,...
What is AGI and Why Does it Matter?
This blog post was originally published on Feburary 17th, 2017 and was updated in 2021. It has been updated again to give more detailed information about adjusted gross income (AGI) and to reflect recent changes to the tax code. Do you know the most important number...
What’s a High-Yield Savings Account (HYSA) and Why Do I Need One?
Do you wish you had more emergency savings to fall back on? Are you trying to save up for a down payment, a vacation, or a new washer/dryer? Do you want your money to work harder for you? There’s a simple way to make all of those things happen. All it takes is...
How Charitable Donations Lower Your Tax Bill
This blog post has been recently updated to include new information from the 2025 tax bill relevant to how your charitable donations affect your tax bill. **Please Note: This content does contain affiliate links where I may profit from a sale. The Tax...
