Financial Planning for the Future You Deserve

Make financial decisions with confidence,

and reap the rewards of smart planning

SCHEDULE A CALL

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

We know that high achieving women and couples have unique challenges and ambitious goals. You’re juggling a lot of responsibilities and your time is limited – that’s why it’s so important to prioritize and focus on what you do best.

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?

Our approach to financial planning is unlike the big companies, where you can get lost and sometimes feel like just a number. We invest our time into building a strong relationship that will benefit you greatly over time, and we support you as your life evolves and new challenges and opportunities present themselves.

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

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