MS

Michelle Stevens

Director Of Financial Planning at Truepoint Wealth Counsel

Michelle believes that good financial planning is an essential part of life, but that it should be easy to understand. As a member of the financial planning team, Michelle guides clients through the planning process, listens to their dreams and fears, and helps integrate ideas for success. She applies a holistic approach, incorporating the many facets of financial planning that include retirement planning, education analysis, insurance reviews, and stock option monitoring.

Location

Cincinnati, United States

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