Financial Planning for Federal Agents & Heroes.

Adventure Today. A Plan for Tomorrow.

Eliminate Tunnel Vision Around Money

Do you feel as though you are spinning through life confused about how to get oriented to your finances?

Tune out the noise and deploy pragmatic money skills that enhance how you live today while planning for your tomorrow. At Charles Michael Financial, we’re committed to helping you confidently propel your family to next-level living with strength and purpose. It’s time to live differently.

Maximize Your Wealth

Go “in role” and get trusted guidance to make smart money moves today.

Build Resiliency

Forge a financial suit of armor through education and practical action steps. We’ll meet you where you are on the journey to financial independence.

Gain Confidence

Receive ongoing monitoring of your financial health so you can get oriented to your money. We’ll build your customized Scorecard.

Live Intentionally

Align your money with your values and transform your family into a self-reliant machine. We’ll guide you in using wealth as a tool for impact.

mettle (noun) – a person’s ability to cope well with difficulties, or to face a demanding situation in a spirited and resilient way.

Write a New Legacy for Your Family

Here’s how we help families get oriented and aligned with their money.

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ARMOR UP

Prepare you and yours for the financial battlefield. From our financial coaching membership to hourly consults to full-service financial planning, we’ll give you the education, monitoring and advice you need to grow wealth.

STEP UP

You have a limited window to make financial course corrections during your service. It’s time to get in the fight. Let’s get oriented and talk about how to make money moves that reflect your values both now and in the future.

LEAD THE WAY

Armed with practical and creative solutions to build your financial armor, you can protect your family and build a self-sufficient, prosperous life, knowing that we always have your six.

We guide families in building their financial armor so they can live the adventure of today while planning for tomorrow.

We Know You…Because We Are You

At Charles Michael Financial, we know that you want clarity over your finances now so that you can have options later. The problem is, there’s so much conflicting noise and chaos surrounding money — and life — that you don’t know where to start.

As Federal Agents ourselves, we’ve lived through the financial confusion you’re facing. That’s why we are tenacious in finding solutions that are unique to the problems faced by Federal Agents & Heroes (Teachers, Nurses, Firefighters, Law Enforcement, Military). We collaborate with families who are willing to test their mettle and rise against the status quo of hyperconsumption, needless fears of missing out, and confusing financial jargon. We humbly aim to guide you in the footsteps of St. Michael as we offer sage, insightful advice and stand with you in the Battle for Financial Independence. Secure your financial home front and be the hero for you and yours!

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Meet Our Team

The sword is for strength.
The wings are for protection.
May you always carry both…and need neither.

Financial Report Card

Take the FREE Assessment
(less than 10 minutes)

We use cutting edge technology to give you a quick read on your financial health. Use our invitation-only tool to get started. Based on your inputs, we’ll give you a short, personalized video of the results.

Free Financial Report Card