Customer Relationship Summary

Image

Wealth is the Power to Choose

Financial wealth is the power to choose how to spend money. Time wealth is the power to choose how to spend your day. Mental wealth is the power to choose how to spend your attention.

At Echo Wealth Solutions, we want your wealth to work for you when you need it most — no matter the capacity.

We believe that money is a tool to support your goals — financial or otherwise. Through person-centered planning, we guide you to optimize your financial resources to best support your dreams and create more joy in the world for yourself and your loved ones.

Our Process
Image

Our Services

ON-GOING FINANCIAL PLANNING

Designed for individuals seeking ongoing help to develop and implement their financial plan. 

We begin by clarifying what’s important to you and why.

We then analyze your current situation and provide a detailed strategy to optimize your financial resources and help you achieve your goals and live your dreams.

Learn More
Image

Hi, I'm Michelle,

Financial Planner & Special Care Planner

I am the financial advisor for women in STEM.

Women in STEM career earn higher than average salaries, but many struggle to make important financial decisions with ease and confidence.  I can help you transform your paycheck into a financial fortress that will give you freedom and power to choose.

We collaborate with you to create a comprehensive financial plan and provide ongoing guidance to help you make financial decisions with ease and confidence.

As women in STEM, we have been trained to be analytical and process-oriented. Let’s apply that acumen to our finances so we’re not only enriching our companies, but we’re enriching us, our families and communities. 

About Us

Hi, I'm Michelle,

Financial Planner & Special Care Planner
Image

I am the financial advisor for women in STEM.

Women in STEM career earn higher than average salaries, but many struggle to make important financial decisions with ease and confidence.  I can help you transform your paycheck into a financial fortress that will give you freedom and power to choose.

We collaborate with you to create a comprehensive financial plan and provide ongoing guidance to help you make financial decisions with ease and confidence.

As women in STEM, we have been trained to be analytical and process-oriented. Let’s apply that acumen to our finances so we’re not only enriching our companies, but we’re enriching us, our families and communities. 

About Us

Recent News

Tired of feeling like you're on the money treadmill?

You're not alone. Join our community and learn how to take control of your finances and experience freedom around money.