Michael R. Ward

Michael is a CERTIFIED FINANCIAL PLANNER™ professional focused on helping individuals and businesses build wealth and achieve their goals.

[Michael R. Ward @MichaelWardCFP]

Happy national pizza day. Reach out and we can talk about all things dough related. Both pizza and money. Probably mostly money.

[Michael R. Ward @MichaelWardCFP]

If you want your 2025 to be filled with results and not regrets, reach out today and we’ll figure out a personalized plan that works for you.

*NM Consumer Sentiment Survey Q4 2024

[Michael R. Ward @MichaelWardCFP]

This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.

[Michael R. Ward @MichaelWardCFP]

File these habits under "Thanks, but no thanks, 2025." Want to build better strategies together? Let’s do it.

[Michael R. Ward @MichaelWardCFP]

@MerrittClubs So the Canton gym in general is planned to be open at this point with regular hours?

[Michael R. Ward @MichaelWardCFP]

Yes, we’re all excited about the new year ahead. But before saying Happy New Year, let’s take a moment to celebrate the opportunities we made the most of in 2024. What was your big financial win? Let me know in the comments. #HappyOldYear

[Michael R. Ward @MichaelWardCFP]

Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."

[Michael R. Ward @MichaelWardCFP]

Life is full of surprises. And whether it’s six inches of fresh powder overnight or a financial opportunity, it pays to be prepared. Let’s make a plan that has you ready for whatever, whenever. Reach out anytime.

[Michael R. Ward @MichaelWardCFP]

Getting good at holiday budget bingo takes skill, stamina, and resilience. But mostly, it takes planning—financial planning. So if you want to worry less, knowing you have the fun stuff covered, let’s make a plan. Reach out anytime.

[Michael R. Ward @MichaelWardCFP]

Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.

[Michael R. Ward @MichaelWardCFP]

Did you know that long-term care can throw a big curveball at your retirement plan? Good thing I’m here to help you uncover any financial blind spots ensuring that you and yours are prepared for all future outcomes.
*Planning and Progress Study, 2024

[Michael R. Ward @MichaelWardCFP]

When you work with me, you never have to worry about being judged—there’s not much I haven’t heard when it comes to finances. Reach out and together we can discover a better way to money.

[Michael R. Ward @MichaelWardCFP]

Statistically only 36% of women feel confident about their retirement savings. I think that gives us a big opportunity for growth and empowerment.

*Planning and Progress, 2024.

[Michael R. Ward @MichaelWardCFP]

Better financial planning can help lead to positive outcomes beyond the ability to buy nice things — like reduced marital stress, healthy money conversations with family, and more confidence giving to your community. Reach out and let’s talk about a better way to money.

[Michael R. Ward @MichaelWardCFP]

Imagine living the life you want and doing it with a lot less worry. That’s exactly what I’m here to help you with. Let’s connect and unlock new possibilities with a better way to money.

[Michael R. Ward @MichaelWardCFP]

Financial planning isn’t just about saving for retirement. It’s about building a life that’s filled with great memories. Let’s figure out how to meet your goals, whether they’re 3 years from now or 30.

[Michael R. Ward @MichaelWardCFP]

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

[Michael R. Ward @MichaelWardCFP]

When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.

[Michael R. Ward @MichaelWardCFP]

If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.

[Michael R. Ward @MichaelWardCFP]

I can help you draw up a game plan to play offense with your savings. Ready for tip off?