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Michelle Maton, CFP®, CeFT®

Partner/Sr. Financial Planner

Michelle Maton, CFP®, CeFT®

My most important responsibility as a partner is to help our clients achieve their financial goals. On any given day, you will find me focusing on financial planning, tax strategies and reviews, and transition planning, which helps clients for the inevitable ups and downs in life—for better or worse. In addition, I work with the rest of our team to create more efficient client service systems and processes.

“The least I can do is speak out for those who cannot speak for themselves.” [Jane Goodall]

Deciphering financial matters can seem complicated at times, so we work hard to make certain that the services we provide do not add another layer of complexity to the whole process. No web site or app can ever replace the nuanced, personalized services we provide. Overall, I believe that our collective financial talents and experience make our firm one that can deliver to clients a broad scope of unique talents and strengths. I am an ardent conservationist and I love to travel. My first visit to Africa in 1996 changed my life, and I return as often as I can. Tourism is one of the ways we can help the countries in Africa. It helps the people by bringing dollars into the community, and it helps raise the profile of conservation and animal rights efforts in the region.


Affiliations: Fee-Only Planning, Certified Financial Transitionist® (CeFT®) of the Sudden Money® Institute, Money Quotient Licensee, Registered Life Planner® (RLP®) of the Kinder Institute of Life Planning, Accredited Domestic Partnership Advisor® (ADPA®) Areas of Expertise: Life Planning, Financial Planning, Transition Planning, Tax Planning Education: Stanford University, Certified Financial Planner (CFP®), Enrolled Agent (EA). An EA is a federally authorized tax practitioner empowered by the U.S Treasury to represent taxpayers before the IRS, a status that is the highest credential awarded by the IRS. Memberships: Financial Planning Association (FPA), National Association for Personal Financial Advisors, Nazrudin Project, and the National Association of Enrolled Agents  
Most effective saving tip: Watch your housing costs Who inspires me: Jane Goodall My greatest extravagance (under $100): Getting a massage every 2 weeks What inspires me: Being in the bush in Zimbabwe In my spare time: I go birdwatching. [gallery size="tpc-small" link="file" ids="1179,1178,1177,1457,1456"]
232 Years


We learn and teach continuously

Year Vision

Forward Looking

We make decisions with future generations in mind

10+ Years
Avg. Client


We build powerful relationships by working towards common goals

100 Percent


We listen and keep an open mind

100 Percent


We work directly for our clients and put client’s interests first



We hold ourselves accountable for pursuing the highest standards

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