Having a CERTIFIED FINANCIAL PLANNER™ to guide you as your life changes just makes sense.
Lighting Your Way
Michal Slate, CFP®, MBA, MEd
Founder & President of Lighthouse Financial Planners & Advisors LLC
Hi, I'm Michal~
I'm so glad you are here!
Although I've built a successful career as a financial expert, I didn't grow up understanding how money worked. I learned most things the hard way which turns out, is the most common way to learn about money. We struggle, we make mistakes & then we are a little wiser. Because I know firsthand how painful financial confusion can feel, I make it my top priority to educate my clients in a way that makes sense. After 15 years of experience offering financial advice, I know how valuable a simple explanation can be.
We believe in grace and education to light your way to financial success.
I'm passionate about education and community development. I've earned an MBA in Business Leadership as well as an education MEd in Curriculum Design.
I'm also a Dave Ramsey SmartVestor Professional.
My team and I are dedicated to helping you reach your financial goals!
Give us a call or schedule an appointment to see how we can help.
There is never a charge for consultations or initial retirement plan reviews.
We believe in service 1st with complete transparency about any costs that may be associated with working with us. We will guide you with grace making sure you understand the process & how we are helping you.
Meet The Team
Client Relations & Official Mascot
Comprehensive Financial Planning & Investment Management services offered through Lighthouse, bring together the simple and the complicated; to equal a strategy that makes sense to you.
Comprehensive Financial Planning
Financial planning is a dynamic process. Life events can have us questioning our financial future. Marriage, children, grandchildren, divorce, a job change, relocation and loosing a loved one are all really big events that shape who we are and have huge financial implications. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
With everything that life has to offer, both wonderful and heartbreaking, it is difficult to manage it all. Most individuals consider themselves successful if they can work in a career they enjoy, that pays the bills and makes them feel that they are making a difference.
The human brain is fascinating; however, in order to really master the area of finance there is a lot of mental bandwidth that is required. Even Nobel prize winners admit struggling with their own financial behavior. Everyone needs someone they can trust when it comes to having a solid financial plan.
Financial management is an area of focus that can cause anxiety for many people, especially if you work in a career that's not within the financial industry. It’s very common to not know if you’re saving enough money or if you have your money in the right place.
Interest Rate, CD, Mutual Fund, Bond, Investment… All those common words that can be very confusing. That’s why it's important to have your own financial advisor that you can talk to, or just ask questions to as things come up.
Having a CERTIFIED FINANCIAL PLANNER™ to guide you as your life changes just makes sense. Life is complicated enough without being confused about your money planning too.
At Lighthouse, we take a holistic approach to your investment plan. We take time to understand your comfort level and current life phase before coming up with a strategy. Through natural conversation we will learn about what investing means to you and talk through any past investing experiences you may have had, so that we can help you find the right kind of investments that will work for you.
Life events cause us to examine our investment strategy and that's okay!
Life is complex and as time goes on you will want to look at how your investments work together with the big picture.
It's not just about the big decisions you will make like where to live in retirement, when to take social security or which supplement you will need with medicare. Small details are important too, like your day to day income & expenses, to your gift giving or keeping track of your travel & home improvement projects. Critical areas are often missed such as tax planning strategies, estate planning updates & insurance reviews. We are here to help you navigate it all and guide you toward the future through wise counsel.
With us you have confidence knowing you are investing in companies you believe in and also are in line with your financial goals.
Thankfully this doesn't have to be a difficult process and you don’t have to do it alone.
Not only does Lighthouse Financial believe in helping you grow your money. We’ll work together to pick investments that align with your values. That way you not only feel good about where you are investing but you know that you will reach your goals while making the world a little better.
Is Your Financial Future on Solid Ground?
33 North Central Ave Suite 317
Medford Oregon 97501
Santa Rosa, CA
3558 Round Barn Blvd., Suite 200
Santa Rosa, CA 95403
1435 River Park Dr., Suite 504
Sacramento, CA 95815