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Michelle Stevens, CFP®

Financial Planner

“I love helping clients make sense of the financial world and guiding them toward their goals. I was drawn to Truepoint for the collaborative approach and sense of community for both clients and employees alike.”

Michelle’s Story

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.

When not working, Michelle enjoys spending quality time outdoors and staying active by hiking or biking or relaxing on her deck. She also enjoys yoga, travel, home improvement activities, and spending time with family.


Specialties: education planning, estate planning, holistic financial planning, multi-generational wealth planning, retirement planning

Education

Ohio University, BBA, Marketing

Designations

CERTIFIED FINANCIAL PLANNER™

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