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
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I take the time to truly understand your unique financial situation.
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I simplify complex topics, offering clear, actionable advice.
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I remove the emotional burden of managing money so you can focus on what matters most.
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I help you avoid costly mistakes and navigate difficult financial decisions.
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I facilitate important conversations to ensure your financial goals align with your values.
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I prioritize your choices to create a flexible, pragmatic plan tailored to you.
Here’s What I Do
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Estate planning to minimize expenses, grief, and regret for your loved ones.
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Tax strategies that reduce what you owe now and in the future.
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Optimized Social Security and Medicare planning.
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Risk management to protect against low-probability but high-impact financial threats.
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Insurance evaluations to ensure you have the right coverage.
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Account consolidation and beneficiary updates for seamless financial organization.
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Portfolio management that integrates all your assets into a cohesive strategy.
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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:
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You’ll ask your burning questions about your current financial situation
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I’ll provide tailored advice on how to improve your financial strategy, from tax optimization to retirement planning
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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
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I’ll highlight potential financial risks you may be overlooking and recommend strategies to protect your wealth, ensuring your financial future remains secure
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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…
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“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
Simpler Is Better
A long time ago in a galaxy far, far away… In the early 1300s, a boy named William grew up in a small village in the county of Surrey, nestled deep in southeastern England. From a young age, William was curious about life and the Catholic Church. He entered the...
Don’t be Razzle Dazzled
In the early days of World War I, before the United States Armed Forces got involved, German U-boats were torpedoing and sinking British and American merchant ships at a rate of about 50 a week. The toll was huge. The U-boats were raining hell in the north Atlantic,...
Now is the Time to Roth…
There are three good reasons to utilize a Roth IRA. We’ll get to the other two in a moment, at present let’s focus on the third, and I think the best. First, a premise… If you believe in America, believe that the future will likely be bright, if you have a long-term...
You want to get it right this time, don’t you?
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