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Lifestyle & Money, Budgeting & Financial Foundations Michael Hollis, CFP® Lifestyle & Money, Budgeting & Financial Foundations Michael Hollis, CFP®

Love and Money: Building Strong Relationships Through Financial Unity

Money isn’t just about dollars and cents; it’s a reflection of trust, communication, and shared goals in a relationship. Whether you’re overcoming past financial mistakes, aligning your spending habits, or setting long-term goals, the key is working as a team.

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Estate & Legacy Planning Michael Hollis, CFP® Estate & Legacy Planning Michael Hollis, CFP®

Passing the Torch – Four Elements for Creating Your Legacy

In the next two decades, a whopping $68 TRILLION is set to pass from the baby boomer crowd to us millennials. That’s a truckload of cash, folks! If you’re wondering how to ensure your hard-earned assets go where you want them to, you’re in the right place. I’m here to equip you with the lingo and insights to kickstart your game plan.

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