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
10 Things to Do Before You Start Investing
Investing can move you closer to financial freedom. Building wealth gives you breathing room, eases financial anxiety, and opens up your world of possibilities. So many single moms are hesitant to take this step – it can feel uncomfortable, even scary, to make that...
Don’t Lose 30% of Your 401k! Roll it Over the Right Way
When you leave your job, no matter the reason, your 401k can come along. Some financial advisors make it seem like a complicated process, but a 401k rollover (where you transfer your money from one retirement plan to another) is really very simple. And as long as you...
4 Reasons NOT to Refinance Your Mortgage
Most financial advisors will tell you to refinance your mortgage if you can lower your rate by as little 1%. The idea is that the lower rate will lead to lower payments, making your mortgage more manageable. But that’s not always a good idea. Because sometimes...
Your Biggest Expense Isn’t What You Think It Is
Ask anyone what their biggest expense is and they'll probably tell you the same thing: mortgage payment or rent. They’re wrong. The biggest expense for almost all of us is something we hardly ever consider, but it chips away at our money more than anything else. We...
