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
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...
Single Moms Can Save Money – and Make Money – with the Sharing Economy
It’s impossible to be a mom without talking about sharing. We encourage our kids to do it, and it’s a great way to help each other make ends meet. And the world is catching up to us. A big part of economy calls for sharing now, whether we’re talking about equipment,...
Don’t Skip this Crucial Wealth-Building Step!
Workplace retirement plans, like 401(k)s, let you save for your future without much thought after you first sign up. That "set it and forget it" strategy works really well on the contribution side, so you’re constantly adding money without skipping. But that’s not the...
Do These 10 Things to Protect Your Financial Info NOW
Your personal financial information has been hacked. More than 143 million Americans were made vulnerable by the recent Equifax breach, and you are most likely one of them. That means your Social Security number, birth date, driver’s license data, credit card numbers,...
