Let’s Talk
About Money
You know how to make it.
But do you know how to sustain your ideal lifestyle well past your working years?
I will make sure your answer is YES.
Projects
Satisfied Clients
Ongoing Projects
Cups Of Coffee
Let’s Check if You’re in the Right Place:
You’re a delegator
You’re an individual or couple with $500K+
You aren’t chronically in debt
You’re comfortable living on less than you make (in time)
Sound Familiar? Let’s Talk.
How I’m Different
Money isn’t everything, but it impacts everything. It’s important to get it right the first time.
Beyond Financial Planning
-
I take the time to truly understand your unique financial situation.
-
I simplify complex topics, offering clear, actionable advice.
-
I remove the emotional burden of managing money so you can focus on what matters most.
-
I help you avoid costly mistakes and navigate difficult financial decisions.
-
I facilitate important conversations to ensure your financial goals align with your values.
-
I prioritize your choices to create a flexible, pragmatic plan tailored to you.
Here’s What I Do
-
Estate planning to minimize expenses, grief, and regret for your loved ones.
-
Tax strategies that reduce what you owe now and in the future.
-
Optimized Social Security and Medicare planning.
-
Risk management to protect against low-probability but high-impact financial threats.
-
Insurance evaluations to ensure you have the right coverage.
-
Account consolidation and beneficiary updates for seamless financial organization.
-
Portfolio management that integrates all your assets into a cohesive strategy.
-
Flexible strategies to navigate both market highs and downturns.
How We Make the Most of What You Have
- Introductory Call A free, no-obligation conversation to see if we’re a fit. If you’re local, coffee’s on me.
- Personalized Plan If we move forward, we’ll begin with a structured process:
- A deep dive into your finances
- A clear strategy tailored to your needs
- A flexible approach that adapts over time
- Ongoing Support
- Flat fee, billed quarterly (no commissions)
- 2-4 meetings per year, plus check-ins as needed
- Choose between hourly, project-based, or quarterly retainer
FAQs
Q: How do I know if this is right for me?
A: If you meet the qualifications above and want professional guidance in securing your financial future, let’s talk.
Q: What does it cost?
A: My services are flat-fee based, billed quarterly, with no commissions. Retainer starts at $2,500.
Q: What if I just need a one-time financial plan?
A: I offer project-based engagements, including financial planning and business structuring.
Ready to Get Answers?
Let’s have a $0, 0 obligation call.
Here’s how it goes:
-
You’ll ask your burning questions about your current financial situation
-
I’ll provide tailored advice on how to improve your financial strategy, from tax optimization to retirement planning
-
We’ll pinpoint areas where you may be missing out on opportunities, whether it’s optimizing your tax strategy, maximizing retirement savings, or preparing for estate planning
-
I’ll highlight potential financial risks you may be overlooking and recommend strategies to protect your wealth, ensuring your financial future remains secure
-
You’ll leave the call with immediate action steps that you can take to start moving toward your financial goals with confidence
Meet Mike Sena CFP®
Over the last four decades, I’ve built and run several successful businesses. But it didn’t start that way.
In fact, I was fired from my first two corporate jobs.
Instead of letting that stop me, I chose to forge my own path: creating businesses that allowed me to work with people I truly wanted to help. Along the way, I’ve learned valuable lessons about life, happiness, and building wealth.
My journey hasn’t been just about business… It’s about freedom. The freedom to make my own choices, to spend time with my family, and to help others do the same.
Now, I work with high-net-worth entrepreneurs and C-level executives, many of whom are seven-figure earners, to help them achieve the kind of life they’ve always envisioned.
My approach is personal. I don’t believe in one-size-fits-all solutions. Every client is different, and I take pride in delivering tailored strategies that offer real results.
Some highlights of my journey:
→ Successfully built and scaled multiple businesses across the tech and finance sectors
→ Worked with clients who own multi-million-dollar companies and investments
→ Featured speaker, TEDx organizer, author, and weekend polo player
Where I’m focused now:
→ Helping high-earners manage their money to sustain ideal lifestyles well past working years
My mission is simple: to help people confidently answer YES to the million dollar question:
“Am I gonna be okay?” Intergains
MEET TIM BRITT
Tim is an experienced professional accomplished in handling day-to-day business operations, launching new initiatives and creating systems to sustain successful companies. He’s married with two teenagers, loves Toastmasters and is an avid player of the French boule game, Pétanque.
Tim manages the back-office and helps ensure a superior client experience.
RAISE YOUR HAND if…
“What we see depends mainly on what we look for,” is the opening line in Mike’s book, Raise Your Hand if…
Being smart doesn’t necessarily keep you from doing something stupid. Actually, a better word than stupid is human. We are all human and subject to human impulses, desires and fallacies. Our mind and our money are too often at cross-purposes, too many times working against each other. A fix?
As a start, pick up a copy of Mike’s book and read the forty-eight journal-style stories that will educate, entertain and enlighten you about money and life.
From Our Readers
Real reviews from real people who have read the book Raise Your Hand if…
“
“Sometimes a simple message is the best way to get a message across. Mike Sena has done a great job in this book of taking some complex things and explaining them in enough detail that everyday average people can learn enough to be informed. He doesn’t try and explain things in too much detail which is what a lot of financial planners have a tendency to do. His message isn’t about investing but an overall series of short stories that help motivate and encourage average Americans to set goals, develop a process, and become financially free. It’s simple but effective. Nice job Mike!“
BLOG
What To Do With It…
Last week, I ran into an old friend. Let's call him Jack. He is a good guy, a consummate sales professional. He’s in his mid-50s, he’s lean and tan and is blessed with one of those million-dollar smiles. He projects confidence. And today, he projects something else....
The Number
Oh, The Number. If only I had a couple of dollars for each time I have been asked that question, I’d be pretty wealthy. You know the one. How much money do I need to retire? What is The Number? My learned and quick response has become, “I don’t know.” Turns out, The...
Tax Day 2023
Tax day cometh, too juicy an opportunity to let slide by without comment. So, let’s dive right in, shall we? The income tax was first used in this country in 1861 to help finance the War Between the States. It was a flat tax of 3% on annual incomes over $800. It...
Medicare 101
Enrolling in Medicare can be a fairly simple process, or a more complicated process depending upon your particular situation. It was pretty straightforward for me, I have a very simple life and am in good health. Like everything with government, the devil is in the...
Debt Slaves
In Greek mythology, there lived a king who displeased Zeus to no end… This king had it all. He was the founder and first ruler of Corinth, a strategic and wealthy city-state that connected the major regions of Greece. He was father to four boys, and husband and lover...
Here’s To 2023!
I wrote this four years ago. Seems like a long time ago in a galaxy far, far away. Bears some relevance to what we are looking at for this year 2023: A Little Perspective… “Stocks Set to Clinch Best Year Since 2013…” exclaimed the Wall Street Journal front page on...
What I Wish For You
The other night, I had a long telephone conversation with a good friend from college. We caught each other up on the past few months of our lives, had plenty to say. Unfortunately, he told me his sister, not yet 50, is sick again with cancer. She is not expected to...
End-of-Year Tax Planning 2022
Tax planning should be an on-going practice of yours, something that take’s place year-round. But now is as good a time as any to consider potential tax saving strategies before the end of the year. It’s not how much you make but how much you get to keep… For...
Divorce After Fifty
Divorce is rarely fun or positive. It can be especially troublesome and financially destructive after fifty. And ladies, hear me loud and clear. Many times, you suffer the brunt of divorce. If you are not involved in your marital finances enough to understand...
Social Security, The Basics
Social Security, the when, the how and the what can get really deep in weeds. Entire books have been written about it, there are spreadsheet calculators designed to maximize your benefit and countless webinars and workshops to educate you. Let’s just get to basics...
You want to get it right this time, don’t you?
Please fill out the form below and we can schedule a meeting to discuss all of your financial needs.