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    Momentum CFO

    5.0 (1 review)
    Closed 8:30 am - 5:30 pm

    Services - Momentum CFO

    Accountants

    Business consulting

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    7 years ago

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    FlightPath Financial Planning

    FlightPath Financial Planning

    5.0
    (3 reviews)

    Mike provided me with great advice about not only investing but also putting together a plan for…read morethe future. He helped me understand what debt to pay down and how to better budget for the financial goals that were important to me. He is very patient and explained things in an easy to understand manner for someone who is not as knowledgable of the world of financial planning and investing. I would highly recommend Mike and FlightPath Financial Planning to anyone looking for a new financial planner.

    TLDR: A trusted source that offers a personalized plan and gave me the buyer's confidence I was…read morelooking for with the expertise to match. As a first time novice investor I had barely dipped my toe into the wide ocean of finances. I saved my allowance, avoided credit card debit, and thought I was doing a decent job living within my means to save for a house or any other financial goal I had for the future. But I knew that there was still a lot of potential out there and I knew if I wanted to make the most of my money I had to do one critical thing: start early. And so I sought the word of someone inside the finance world and could help me navigate the right path for me. Mike has been that guide and made sure I was confident with every step I took before I took it. He didn't just tell me what he thought was best. Instead he started with the big picture by asking me what my goals were. And without judgement of my naiveite he pointed out the best way to make them a reality. That isn't to say he is a "Rubber Stamp YES Man". He made sure I was being realistic with the risks and costs and choices I would have to make to materialize my ambitions. (Getting the capital to buy a home in California is no small fries). That said, he was always encouraging and never made me feel stupid for not knowing things. Instead he would take the opportunity to educate me so that I felt that I was in charge of the decision 100% of the time. Despite being very friendly in his demeanor and conversation, in every meeting I could tell that he was giving my interests his full professional attention. He is always available when I need him and he even encourages a consistent check in to stay updated and informed of my financial trajectory. Speaking of his professionality, Mike sure knows his stuff! Even with the things I thought I knew, he was able to take my financial performance to the next level. With the crunching of numbers and the revealing of strategies I was blown away by how much of a difference his know-how made. I could not be happier with my service Mike provided. He is friendly, educational, professional, and GETS RESULTS. He takes the time to know you and your wants and needs to make an air-tight financial plan that gives you the biggest bang for your buck. I would recommend him to absolutely anyone and everyone looking for a financial planner.

    Momentum CFO - financialadvising - Updated June 2026

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