MICRO Financial Wellness Micro Financial Wellness
Personal financial coaching

Small habits,
healthier finances.

Personal financial coaching that focuses less on where to put your money and more on how to manage it, with focused care that guides you at each stop along the way.

Book a free consultation No sales pitch. No pressure.

What financial coaching entails

At its core, MICRO Financial Wellness helps you build economic stability. By implementing small, obtainable, compounding actions, you can successfully gain traction towards your goals.

"I don't take your money. I help you take control of it."

- Learn how money can work for you
- Build better financial habits
- Learn the importance of risk management

The Wellness Process

How it works

01

Start your route with a free consultation

We talk through where you are and where you want to be. No cost, no pressure, no pitch.

02

Choose your destination

Together we map out a simple and realistic plan you'll actually follow.

03

Stay on course

Turn by turn financial guidance will keep you moving forward.

04

You have arrived

Review progess, solidify habits, and ensure long-term sustatinability. Course correct as life changes can happen.

Membership

Plans

Every plan starts with a free consultation. Pick the level of support that fits.

Fundemental

12-Month Plan

$50 /mo or $550 (paid annually - savings of $50)

Budgeting basics, risk management, create a clear plan, and Quarterly check-ins.

Book a free consultation

Enhanced

12-Month Plan

$85 /mo or $900 (paid annually - savings of $120)

Everything in Fundamentals, plus credit report review, account management, and business bookkeeping review. Quarterly check-ins increased to monthly.

Book a free consultation

Complete Most popular

12-Month Plan

$125 /mo or $1250 (paid annually - savings of $250)

Everything in Enhanced, plus access to educational materials, tools, resources, with the addition of family member support. Monthly check-ins increased to weekly.

Book a free consultation
Michael Roselli
About

Michael J Roselli

I've spent more than 20 years in financial services. I started MICRO Financial Wellness for one reason; to deliver financial literacy to the community. Most people don't need someone to take over their money, they need someone to show them how to take control of it themselves. I keep it personal, detailed, and judgment-free.

Think of me as your financial GPS. I'll help guide you on the best route to your goals. I work with businesses, individuals, and families to provide focused guidance and build long-lasting relationships rooted in trust along the way.

Additionally, I spend my time with my family. My wife Shannon and I have been married for over 15 years. Our daughter Mia and son Max are the guiding light in my life.

Call  609-970-1565 eMail  microfw@gmail.com
Get started

Take the first step...

Book a free consultation and let's see if MICRO FW is a fit for your needs. No cost, no pressure.

Book a free consultation
info@micro-fw.com · 609-970-1565