Khadia Michel CFP, CRPC, Financial Advisor

05/04/2026

02/06/2026

I had a wonderful time at the Senior Bowl last week, learning from some of the best in my industry. I will forever be a student.

Great company, great conversations, and great entertainment—and I walked away with a few meaningful relationships as well.

It was also my first time in Mobile, Alabama—and who knew that’s where the Mardi Gras parade tradition began? Before my seatbelt was even fastened on the plane, I was already hearing all about it, and from the moment I arrived until I left, everyone made sure to remind me.

As an NFLPA-approved advisor, I’m excited to follow and support the continued success of these young men who competed at the Senior Bowl. The future is bright.

07/04/2025

Happy Independence Day! We’re looking forward to spending time with family and eating good food. How do you plan to celebrate this Fourth of July?

05/23/2025

Automation is not just about convenience; it is a form of self-care. Reduce your money stress by taking a few decisions off your plate each month. Your future self will thank you :)

03/12/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

12/16/2024

Our practice prepares an annual calendar centered on equipping clients for their financial and life journeys. We were fortunate to complete the 2024 educational series with information on estate planning. Thank you Cathy Egan, JD, CFP for your knowledge and passion for a very important topic.

10/02/2024

🚨 Are you making the most of your employer benefits? 🚨

From your 401K to those hidden compensation opportunities, there might be more available to you than you realize.

With benefits season just around the corner, now is the time to start planning. Your benefits play a crucial role in your overall savings and investing strategy—don't overlook them.

You might be leaving money on the table without even knowing it!

Join us for a free webinar, hosted by Inclusive Wealth Management, designed to help you take control of your savings and investing plan.

📅 Thursday, October 10th
⏰ 6 PM CST
💻 RSVP to: [email protected]

09/24/2024

Did you know that life insurance can offer benefits during your lifetime, not just after death? Talk to a financial advisor who can help you evaluate your options and understand some of the lesser-known life insurance benefits. It's time to start the conversation today to protect your tomorrow.

09/16/2024

Have you talked to your family about life insurance or taken the time to explore the different options available?

👏🏾 This Life Insurance Awareness Month, it's worth considering.

Life insurance is an important part of financial planning people overlook, even when they know it's necessary. With various types of coverage available, you can find a plan that fits your needs through different seasons of life.

Start the conversation today.