About Me
Michael Good, Financial Coach
I am giving back after a career as a Chief Financial Officer
- Passed the CFP® Certification Examination required by the Certified Financial Planner Board
- Passed Series 65 Uniform Investment Advisor Examination to be an Investment Advisor Representative
- Earned an Executive Certificate in Financial Planning (Six courses required by the Certified Financial Planner Board of Standard
- Completed Ramsey Solutions Financial Coach Master Training
- Completed Certification Course for Advanced Tax preparation and was an IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE)
- CMA - Certified Management Accountant
- MBA from Indiana University, Bloomington
I retired after over 45 years of diverse and practical financial analysis, reporting and accounting experience working for both large and small public and private companies. Relevant experience includes: 20 years as an active Trustee and fiduciary for a pension trust fund with an investment portfolio of $1.5B; establishing and monitoring 401(k) plans; and providing employee benefit education.
My Approach
To start, there is no fee or cost for my services. Every person & family is unique, so we will begin with a discussion of your concerns and financial goals and develop a plan together.
Why Me?
I am a fiduciary, which means I always act in your best interest only. I have the education/training necessary to guide your financial future. And you can count on unbiased recommendations and impartial guidance.