Are you ready to redefine your idea of financial planning to reflect your one-of-a-kind life?

Welcome to the inaugural episode of Ideas by Mike with Mike Milligan, CFP®, a seasoned Certified Financial Planner® and the visionary behind Ideas by Mike. 

This week, Mike shares stories of crafting a unique financial advisory business that resonates with your personal goals and dreams. In this discussion, you will discover not just the nuts and bolts of financial management but the very heart and soul that should drive it. 

Anchored by Mike’s deeply personal experiences and the profound stories that shaped his approach, this conversation is a treasure trove for anyone looking to navigate their finances with purpose, passion, and a touch of personal flair.

Talking points include:

• 
  
• The unique value of one-of-a-kind financial planning
  
• How Mike’s family and personal experiences shaped his financial perspectives and business model
  
• The importance of preparing for life’s unpredictability with sound financial advice
  
• Strategies to make your financial plan a living, breathing guide for your lifelong journey
  
• Mike’s life outside of the office (ranging from travel stories to personal hobbies)
  
• And more!
  

Connect with Mike Milligan, CFP®:

• 
  
• LinkedIn: Mike Milligan, CFP®
  
• Ideas by Mike 
  
• Facebook: Ideas by Mike 
  
• Phone: 757-909-7151
  
• Email: mike@mikemilligancfp.com
  
• YouTube: Mike Milligan, CFP®
  

About Your Host:

With over 24 years of experience in helping folks through the world of finances and life as an advisor, friend, and coach, Mike Milligan, CFP® knows we all need help. Personally, Mike has received tremendous help in life — from getting in shape and achieving weight loss and fitness goals to growing a great business. He has also gotten great counsel on how to use his mind to control his choices and decisions.

Mike is a lifelong learner looking to use his practiced skills to help others just as folks have helped him. Mike is licensed in life and health insurance. He attained his CFP® (CERTIFIED FINANCIAL PLANNER) and Accredited Investment Fiduciary® (AIF®) designations to help his clients. Mike has worked for major banks and small investment firms to learn the ropes before starting his own firm almost a decade ago. Professionally, his goal is to be well-known as a trusted advisor who always has every client’s best interest in mind.