Financial Planning for the Future You Deserve
Make financial decisions with confidence,
and reap the rewards of smart planning
FIND
CLARITY
BUILD
CONFIDENCE
ENSURE
SUCCESS
Big decisions ahead?
We realize that making big financial decisions can be tough and even confusing, and that without the right guidance you might feel anxious and unsure about the future.

We can help

We help you simplify and prioritize what's important
Lifestyle Priority Plan
Clarify your priorities
Define your lifestyle
Determine career goals
Envision your future
Create your Money Map
Develop your flexible plan

We coordinate your assets to prepare for the future
Balanced Investment Strategy
Asset Growth
Preservation & Safety
Personal Investments
Corporate plans & benefits
Company stock & options
Contributions & withdrawals

We help you stay the course to live the life you want
Proactive Wealth Process
Career Management
Liabilities
Protection
Legacy
Transitions
Tax Efficiency

Michelle Kaufman, CFA, CPWA®
Principal
With nearly 15 years of experience in finance, we guide our clients through the maze of financial choices, enabling them to feel more confident and optimistic about the future.
Why work with Prioritas?
As an independent fiduciary advisor, we’re here to listen, to understand you, and to guide you to make the most informed decisions possible.
Stay prepared for life’s challenges
Put your kids through college without worry
Retire comfortably on your own terms
Find peace of mind that you’re getting the right guidance for you
Make smart career moves and decisions
Create more possibilities for your life
Life’s biggest decisions deserve an advisor you can trust.
We help you make financial decisions with confidence