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Time to Take Action

When we are excited about our future,
we live more confident today.

STEP 1
Discover your Retirement Shortfall
FiN is the most important number in your financial life. Discover it today.
STEP 2
Optimize your Financial Life
FiN-Path significantly improves financial decision-making that leads to your FiN.
STEP 3
Protect your Income
The Income Protection Number (IPN) enhances financial decision-making for income protection.
Schedule an Appointment with Michael Gregoire.

We can create simple-to-follow action steps to get you to where you want to go.

Your path to financial wellness starts with the My Financial Pro app.

Plan for Retirement

Discover the most important number in your financial life called the Financial Intelligence Number & access cutting-edge conversational financial planning.

Your Financial Concierge

Details about your financial life are confidential & secure through my encrypted in-app chat capabilities. Schedule a call with me and chat with me anytime you want to.

Learn & Grow

Get personalized financial content from me, your advisor, straight to your news feed. Our content nudges you to learn about important aspects of your financial life.

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Content presented on this website is for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Information on this website is not intended to be comprehensive tax advice or financial planning advice for any particular client investment needs.

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