Purpose Driven Financial Planning...

CONNECT

Address:

157 East New England Ave Suite 340
Winter Park, FL 32789

Phone:

407.645.1639

Fax/Other:

407.644.6794

Private Wealth Management

Private Wealth Management is a term defined differently by almost everyone.  At Michelle Ogden & Company we offer many different levels of Wealth Management.  From a simple review of your existing financial situation to an in depth detailed analysis.

 

Ongoing Private Wealth Management

Michelle Ogden & Company provides ongoing Private Wealth Management which is a unique planning process, inspired by Michelle Ogden's own personal self discovery evaluation.  The process includes all aspects of the Financial Planning process (as described in more detail on the CFP® website) as well as a more in dept analysis of personal priorities, goals, dreams and aspirations.  While investment allocation, risk tolerance & time frame are all essential when doing Financial Planning; Michelle Ogden & Company believes that everyone has a purpose.  This planning program is one of in depth personal analysis.  In an era of Internet, email and instant gratification, it is easy to lose sight of what matters most.  We feel the Balance of Life is difficult and needs to be assessed and realigned regularly just like a well balanced Portfolio.  At Michelle Ogden & Company we understand that we are only put on this earth for a short while, and we feel passionate that you should focus on overall quality of life and the legacy you will leave your family and friends.

Recommended Reading: 

Avalanche: The 9 Principles for Uncovering True Wealth (Modern Parable) by Steve Sanduski & Ron Carson


 

The Trance of Scarcity: Stop Holding Your Breath and Start Living Your Life by Victoria Castle

 


 Follow Your Heart by Andrew Matthews

 


 

 


 

The Purpose Driven Life: What on Earth Am I Here For? by Rick Warren


 

 


 

Unleash the Power Within: Personal Coaching from Anthony Robbins That Will Transform Your Life! by Anthony Robbins


 

 

 

The Power of Full Engagement by Jim Loehr & Tony Schwartz

 


 

 


 

 "Knowing others is wisdom, knowing yourself is enlightenment."  Lao Tzu  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck